Our Purpose

We embrace the concept of conscious capitalism and choose to follow a business strategy that seeks to benefit our clients, community and the environment. We envision a global economy that uses business as a force for good.

This economy is comprised of businesses that are purpose-driven and benefit all stakeholders, not just shareholders. We believe:

That corporate enterprise can and should be a driving force for good in the world
That businesses should put their people and communities first
That, through their products, practices, and profits, businesses should aspire to do no harm and benefit all.
That people should act with the understanding that we are all dependent upon one another and thus responsible for each other and future generations.

We are committed to providing you with the support you need in different life stages. Every service is tailored to your needs. Talk to one of our advisors today to understand how we can help you align your goals for financial success.

Socially Responsible Investing

Investing responsibly doesn’t have to come at the expense of financial returns.

Responsible investing has reached a critical juncture. A number of shifts are currently underway causing investors to call for progress on environmental, social and governance (ESG) issues.

Portfolio managers typically assess companies based on seven main environment, social and governance (ESG) criteria:

Corporate governance
Environmental leadership
Employee relations
Employee diversity
Community relations
Human rights practices
Product sustainability

Sponsored by AGF, the 2018 RIA Investor Opinion Survey is based on an Ipsos poll of 800 individual investors in Canada which found:

of respondents expressed concern about climate change and ranked environmental issues as the most important factor among E, S, and G issues.

of respondents believe climate change will have negative financial impacts on companies in some industries in the next five years; this number rises to 79% over the next 20 years.

of respondents would like a portion of their portfolio to be invested in companies providing solutions to climate change and environmental challenges.