Welcome to Ethical Investing

Welcome to the exciting world of ethical investing with Stephen Whipp and his team at Berkshire Securities Inc. 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.

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

What is Socially Responsible Investing (SRI)?

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

Watch Stephen Whipp talk about the importance of Socially Responsible Investing.

Get your own online Socially Responsible Investing Resource Manual

Climate Change 3 Things You CAN do

  1. Invest in sustainable business. Reward companies who are leaders on climate change. Avoid supporting companies who are not taking steps to reduce carbon emissions.
  2. Adjust your thermostat. Turn your heat down 3 degrees in winter and air conditioning down 3 degrees in summer.
  1. Avoid idling. Turn off your car when you aren’t driving it. Pre-heating engines is not necessary on Vancouver Island.

Contact us to find out how

Stephen Whipp, CFP
Certified Financial Planner
Berkshire Securities Inc.

Stephen Whipp, CFP
Upcoming Events & Seminars

May 29, 2008

Estate Planning: Wills

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Whipp Tips & News

Clean-tech funds start to catch on

March, 2008: In honour of Earth Hour this weekend, I’m going to tell you how to invest in companies that are trying to clean up the world.

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Ethical Funds gives TD, RBC top ratings

March, 2008: Canada’s Big Five banks have woken up to the impact their financing has on climate change, according to a report released Wednesday by The Ethical Funds Company. But some are doing better than others, says the report, by the socially responsible mutual fund.

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Share Power 2008 - Amnesty International

March, 2008: SHARE POWER is a project of Amnesty International’s Business and Human Rights campaign. SHARE POWER harnesses the powerful connection between individuals and companies to advance corporate responsibility for human rights. SHARE POWER shows you what you can do to hold companies accountable for their human rights practices.

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CIPF Berkshire

Member of the Social Investment Organization

The opinions expressed are of Stephen Whipp & may not be of Berkshire Securities Inc. This website is not meant to provide legal or account advice. You should consult your own professional advisor for advice based on your specific circumstances. Information contained here is for Canadian residents only & does not constitute an offer to sell or solicit in any foreign jurisdiction, or in any Canadian jurisdiction where Stephen Whipp is not qualified to effect sales.