Responsible Investing Manual

Our web-based Responsible Investing (RI) Manual gives a comprehensive introduction to RI including:

  • What Responsible Investing (RI)?
  • Why RI?
  • The Elements of RI: Negative & Positive Screens
  • The Elements of RI: Shareholder Engagement
  • The Elements of RI: Community Investment
  • Who Else Is Doing It?
  • RI Mutual Funds
  • What About Fiduciary Duty?
  • How Does It Compare To Conventional Investing?
  • Choosing a Financial Advisor
  • The Stephen Whipp Financial Team
  • I Want To Find Out More
It’s easy to obtain a copy of the manual. Please call Stephen Whipp Financial at 250-405-3550 or email us. We will ensure you receive access to the manual promptly.

There is no charge, but in return please give a donation to Dogwood Initiative, a BC non-profit working for sustainable land use.


Upcoming Events & Seminars

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Whipp Tips & News

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What’s a climate-aware investor to do?

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EU requires pension funds to assess climate change risks

Under the new law, the potential negative effects of climate change or political factors on retirement funds will get the same level of attention as liquidity, operational or asset risks.

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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.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association