A Future Worth Investing In
Investing That Builds Your Portfolio – And A Bright Future
We believe in a future where money is used to sustain a planet we want to live on. Where the investors that grow their portfolios the most, are also the ones creating the most positive impact in the world.
What Is Responsible Investing?
Investing responsibly means understanding the impact that your investments have on the world and then using your wealth consciously to be an agent of change. Socially Responsible Investing (SRI) uses real data to incorporate environmental, social and governance factors into the management of an investment portfolio. We seek to mitigate risk further than traditional wealth managers while creating opportunities for additional growth. We believe SRI to be the natural evolution of wealth management.
What We Do
What We Do
What We Do
Investment Portfolios
We offer socially responsible, custom tailored investment portfolios over a full range of account types.
What We Do
Financial Advice
We think of ourselves as our clients' personal CFO, you’ve got questions about money and we’ve got answers.
Let Our Experience Be Your Guide.
Talk to an Investment Advisor Today.
Our Purpose
Our Purpose
Make the world more equitable.
We have thought deeply about how we can do the most good for the most people. We believe conscious capitalism is a key driver of change, we are here to harness that power.
01.
Why We Exist
We exist to integrate environmental and social needs with investment portfolio planning. We believe that every investment portfolio can be guided to achieve financial returns with reduced risk by overlaying environmental and social considerations.
We understand this to be the best path towards achieving. sustainable long-term returns, and building a more equitable, just and sustainable world.
02.
What We Do
We create custom-tailored socially responsible investment portfolios that align with your values. We spend our days understanding where the world is heading and how to build an equitable future while capturing as much value as possible for our clients. As Investment Advisors we have a stable of resources that can help you achieve your financial goals.
03.
Who We Are
We are experienced advisors who care about the impact of our investment decisions. EthicInvest has been in existence for 23 years and was founded by Anthony Edwards of Leede Jones Gable Inc., a boutique brokerage firm with approximately $2.5 billion in assets under management and offices across Canada. Anthony is an Investment Advisor who practices in the Comox Valley and elsewhere on Vancouver Island. He is joined in partnership with Joss Biggins who practices primarily out of Vancouver, British Columbia. Together they service clients in BC, Alberta, and Ontario
EthicInvest Leads The Future
Our Promise to Clients
We align our finances with our future.
In a capitalistic world – cash is king. How we spend, manage, and keep our money speaks volumes of our intentions for the world. It is a part of living in sync with our values. A few things we think are worth considering are:
- Where you bank
- What you invest in
- What you purchase
We divest from the bad stuff.
The purpose of divestment is not to financially punish unethical companies, but to make them a socially unpalatable choice. We divest so that you don’t have literal ownership in the organizations that are impeding society and our planet on the path to a more livable future. But that’s not enough on its own, so…
We create impact.
By directing your capital to companies and funds that will generate products and services that lead to a better world, and run their organizations more ethically, impact investors are making a big difference by holding to their core beliefs. We can show you how.
We educate.
We work to empower our clients with their wealth, and knowledge of it. We take pride in our level of transparency & deeply care about who we work with. We keep things in plain sight for our clients to understand and digest. We meet you where you are at.
Ask An Expert
Need help understanding investment opportunities, how to manage your money or need guidance for the current climate?
Our expert advisors are educators first and we’re here to help.
We are 100% committed to Socially Responsible Investing.
Don't Take It From Us
What Our Clients Say
Speak With An Advisor
Need help understanding investment opportunities, how to manage your money or need guidance for the current climate?
We are educators first and we’re here to help.
