Stephen Whipp - Certified Financial Planner (CFP)
Ethical investing and Values-Based Financial Planning
Clients do not pay us directly. The companies we work with pay us. We get paid through a combination of commissions and annual trailer fees on the products we sell. We negotiate the specific amounts with each client, within parameters set by the industry. We operate transparently—you know up front what you are paying and when.
In the future, we plan to move to a fee-based operation, which means that clients will have the option of paying directly for our services.
Held at Royal Roads University, join Steve to learn how to manage financial risk and drive positive change. This course will give you the knowledge and tools to ask the right questions about investing, no matter your experience.
This handy guide can tell you how you can set up easy payments right through your bank!
SRI updates | Managing Risk | Green Gifts | Local Businesses | Co-housing | Green Tips
Read how initiatives such as the Keystone XL Pipeline, fracking and executive compensation relate to your investment portfolio.
Manulife Securities Incorporated is a
Member of the Canadian Investor Protection Fund
Stephen Whipp is a member of the Social Investment Organization
