Royal Roads University: Financial Planning to Build Wealth, Manage Risk and Build a Better World

Feb 23, 2013

Course Description

What does the changing world have to do with your investments? More than you think. Learn how changing social and environmental landscapes- from China to BP- can affect your retirement and how to plan around it. By looking at your portfolio through a socially responsible or “values based” lens, you can learn how to manage financial risk and drive change.

This course will give you the knowledge and tools to ask the right questions to ensure you are investing in a way that matches your values while taking care of your investments.

When: 10am – 12pm February 23, 2013.


• History, an overview of ethical/socially responsible/sustainable/ESG investing
• Who else is doing it?
• How are global events affecting Canadian markets?
• Words and terminology – the language
• Developing your investment value criteria and the screening process
• Shareholder engagement- you have a vote
• Returns-how much do I need?
• Choosing your investments and monitoring progress
• Choosing a financial coach

Learning Outcomes:

• Understand the principles of socially responsible investing
• Understand the links between global events and stock markets
• Knowledge of the vernacular behind socially responsible investing
• Understand the various tools that exist to lower risk in your portfolio

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Stephen Whipp believes passionately that people working together for the common good CAN change the world. Originally trained as a journalist, Stephen spent 20 years actively dedicated to environmental, justice, community and aboriginal issues. These experiences, along with his personal integrity and progressive values, shape his practice of values-based financial planning and ethical investing. A Managing Director at Wolverton Securities Ltd. on Victoria’s Westshore, Steve is a frequent speaker on ethical investing throughout BC and beyond. He is active with the Canadian Social Investment Organization and Westshore Chamber of Commerce.
Best to Register By: Sat, Feb 9, 2013

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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