The Team

Who we are

Steve is an activist. He believes passionately that individuals working together for the common good can change the world, and make it better for everyone.

Before coming to financial planning in 1996. Steve dedicated over 20 years to environmental, justice, community and aboriginal issues in various parts of Canada. He’s worked for aboriginal organizations in northern B.C. and the N.W.T.; covered environmental and aboriginal issues as a journalist and columnist; managed public legal education programs; and advocated on northern and environmental issues on Parliament Hill. Steve was the first executive director of a northern BC-based environmental research organization involved in forestry, oil exploration, and transportation issues, and was one of the first western journalists allowed into China in the 1970’s.

His training as a journalist and his broad experience has taught him a lot about how the world works, and how it needs to change. Steve now brings this powerful experience, his strong sense of personal integrity and social responsibility, and his progressive values, to the practice of financial planning.

At Berkshire Securities Inc., Steve is the leader of his own team that specializes in ethical investing and values-based financial planning.

Steve lives on Victoria’s West Shore with his wife, Kate, and has three sons, with one still in the nest. He is involved with a variety of non-profit organizations, and is an active member of Victoria’s Values-based Business Network, supporting and promoting green businesses, corporate responsibility, and community-mindedness. Steve is also a member of the Social Investment Organization, a national agency dedicated to the advancement of socially responsible investment in Canada and the Vancouver Island Better Business Bureau. Passionate about playing golf, learning, and fair trade coffee, Steve loves meeting new people who share his values.

View a biography document on Stephen Whipp and his team, including:

  • Moira Campbell
  • Kelly Kristianson

Upcoming Events & Seminars

May 29, 2008

Estate Planning: Wills

Details »

More Events »

Whipp Tips & News

Clean-tech funds start to catch on

March, 2008: In honour of Earth Hour this weekend, I’m going to tell you how to invest in companies that are trying to clean up the world.

Details »

Ethical Funds gives TD, RBC top ratings

March, 2008: Canada’s Big Five banks have woken up to the impact their financing has on climate change, according to a report released Wednesday by The Ethical Funds Company. But some are doing better than others, says the report, by the socially responsible mutual fund.

Details »

Share Power 2008 - Amnesty International

March, 2008: SHARE POWER is a project of Amnesty International’s Business and Human Rights campaign. SHARE POWER harnesses the powerful connection between individuals and companies to advance corporate responsibility for human rights. SHARE POWER shows you what you can do to hold companies accountable for their human rights practices.

Details »

More News »


CIPF Berkshire

Member of the Social Investment Organization

The opinions expressed are of Stephen Whipp & may not be of Berkshire Securities Inc. This website is not meant to provide legal or account advice. You should consult your own professional advisor for advice based on your specific circumstances. Information contained here is for Canadian residents only & does not constitute an offer to sell or solicit in any foreign jurisdiction, or in any Canadian jurisdiction where Stephen Whipp is not qualified to effect sales.