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

Meet Triodos, the ethical investment firm trying to fund a better world

Investors are tired of questionable practices where executives at underperforming businesses are paid huge bonuses, and of companies making staggering amounts of money at a huge cost to the planet.

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Renewables Investment Nudges Out Fossil Fuel And Nuclear

In 2017, global investment exceeded US$ 333 billion, compared to only US$ 144 billion invested in conventional fossil fuels and nuclear.

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How socially responsible investing can help you avoid catastrophic drops within your portfolio

According to research from MSCI, companies in the bottom ESG quintile have been twice as likely to suffer a catastrophic loss (over 95% cumulative loss) within three years.

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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