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Stephen Whipp - Certified Financial Planner (CFP) - Ethical and socially responsible investing and Values-Based Financial Planning

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Our website is currently under renovations. During this time, some of the functionality and content may not be available. Please contact us if you require assistance. We apologize for any inconvenience this may cause.

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. more

We proudly specialize in providing ethical investing and values-based financial planning services to families and individuals throughout Vancouver Island and across the province of British Columbia.

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. 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

Tuesday, Dec. 8th, 2015


Always a thoughtful turnout, a friendly mix of familiar and fresh faces.

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Whipp Tips & News

China Burns Much More Coal Than Reported, Complicating Climate Talks

The finding could complicate the already difficult efforts to limit global warming.

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World Exchanges Agree Enhanced Sustainability Guidance

•Guidance lists 34 indicators as measures of best sustainability practice

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Heroes & zeros: Novo Nordisk and Silver Wheaton

Novo Nordisk brings diabetes treatment to poor, while Silver Wheaton avoids its taxes.

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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