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.

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Whipp Tips & News

Majority of Canadians want laws to end gender pay gap: poll

he Insights West survey conducted for Maclean’s found 82 per cent of respondents believe there should be new federal legislation that guarantees equal pay for work of equal value in Canada.

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Socially responsible investing gets a Trump bump

Last year, investors plugged $6.4-billion into socially responsible mutual funds and exchange-traded funds, according to Jon Hale, head of sustainable investing research at Morningstar.

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Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

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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