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We are motivated by the opportunity to boldly engage with others to make a positive difference through individual investment choices… be the change.


We believe that you really CAN create wealth and still satisfy your soul. We’ll show you how. …read more

Please join us in welcoming the newest member of our team, Bibiana Leikucs (Bibi). Bibi is our first team member to be working exclusively out of our Vancouver office. Welcome Bibi!

Our Victoria and Vancouver offices proudly specialize in providing ethical investing and values-based financial planning services to families and individuals across the provinces of British Columbia, Alberta, Ontario, and Newfoundland.


What is Socially Responsible Investing (SRI)?

SRI is also known as ethical investing or social impact investing. It brings your social and environmental criteria into the decision-making process of investing. …read more about Socially Responsible Investing or watch the video below:

Stephen Whipp Ethical Investing - video

Get Started on Ethical Investing Today >








Stephen Whipp Financial is currently accepting new clients and referrals. Contact us here to book a complimentary consultation.














Upcoming Events & Seminars

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Whipp Tips & News

Companies need to do due diligence on human rights abroad

Companies also need to understand the human-rights risks they face in overseas operations and supply chains. And, increasingly, their investors do, too.

Details »

Canadian fund managers lag on tackling climate-change risks

“Frankly, this isn’t good enough for the Canadian funds, who at the end of the day have to protect Canadians’

Details »

The berries and the bees

See how insects could make a big breakthrough in strawberry science

Details »

More News »


The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Wolverton Securities Ltd. is a
Member of the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association



 

Stephen Whipp on Ethical Investing