Ethical Investing
No matter where your savings are held, we have a Socially Responsible Investment approach to align with your values.
Providing Our Clients Top-Tiered Ethical Investments
01.
Available Accounts
TFSAs and RESPs
RRSPs and RRIFs
Locked-In Retirement Accounts
CDN$ and US$ Investment Accounts
Business and Corporate Investment Accounts
Trusts, Non-profits, Charity, Estate Accounts
02.
Investment Products
Stocks and Bonds that fit client values, including green bonds and fossil free investments
Socially Responsible Mutual Funds
Exchange Traded Funds (ETFs)
Venture Capital , Initial Public Offerings and Private Equity
GICs and High Interest Savings Accounts
Annuities and Guaranteed Income for life options (through Leede Insurance)
03.
Insurance
Banking Products, Mortgages and Credit Lines
Life Insurance
Long Term Care Insurance
Mortgage Insurance
Disability and Critical Illness Insurance
Business and Key Person Insurance
Extended Health Insurance
04.
Planning
Mortgage vs rent calculator. It is a nice tool for comparing renting to the cost of ownership
2021 Tax and Retirement Guide is a great resource for CPP, OAS, RRIF payment information, RESP rules, and more.
We also offer cash flow and debt analysis.
05.
Peace of mind, trustworthiness, stability, knowledge
With over 20 years of building trust with a consistent message and a caring approach, we are confident in putting our best foot forward and always working in our client’s best interests
At the end of the day...
Our purpose is to educate, advise, and inspire investors to contribute to a better world.
Who We Serve
01.
Individuals and Families
Our door is always open for a conversation. However, to become a client, we require retail investors and/or family accounts over $500,000.
02.
High Net Worth Individuals
Your needs are complex, we take a highly customized approach and have the tools to help. Reach out to see if we are fit for you.
03.
Entrepreneurs
Make an impact and fully utilize your profits. Ensure the business framework is sound and let us focus on the details so that you can focus on scaling your business and managing your people.
04.
Foundations
Ensuring your investments are aligned with your mission so that your aims and actions are consistent throughout your organization.
05.
Charitable Trusts
Leaving legacies that satisfy your soul by harmonizing your trust’s investment holdings with the causes you wish to support.
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.
