Socially Responsible Investing Manual

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

  • What Is Socially Responsible Investing (SRI)?
  • Why SRI?
  • The Elements of SRI: Negative & Positive Screens
  • The Elements of SRI: Shareholder Engagement
  • The Elements of SRI: Community Investment
  • Who Else Is Doing It?
  • SRI 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

March 3, 2012

NEW DATE: Financial Planning to Build Wealth, Manage Risk & Build a Better World

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.

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Whipp Tips & News

How to deposit electronically to your investment account

This handy guide can tell you how you can set up easy payments right through your bank!

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Stephen Whipp Financial December Newsletter

SRI updates | Managing Risk | Green Gifts | Local Businesses | Co-housing | Green Tips

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Northwest Ethical Investment's Newsletter

Read how initiatives such as the Keystone XL Pipeline, fracking and executive compensation relate to your investment portfolio.

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More News »


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Manulife Securities Incorporated is a
Member of the Canadian Investor Protection Fund
Stephen Whipp is a member of the Social Investment Organization



 

Stephen Whipp on Ethical Investing