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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

Decoupling of global emissions and economic growth confirmed

IEA analysis shows energy-related emissions of CO2 stalled for the second year in a row as renewable energy surged

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Retirement investing for a warming planet: The impact of climate change

“The mutual funds firms are really only now offering fossil-fuel-free options.”

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Morgan Stanley's Sustainable Investment Themes 2016

ESG Integration, Climate Change and Inequality

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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