Is Ethical Investing Right for You? SOCIALLY RESPONSIBLE INVESTING 101
February 25, 2012
If you are new to investing or a portfolio-savvy individual, everyone can learn from this one hour session on
Socially Responsible Investing.
Sometimes called Ethical Investing, this philosophy blends the pursuit of a healthy portfolio with the pursuit of a healthy world. In other words, your social and environmental values are used as a screen for your investment choices. While the goal is to build wealth, choices are made based on ethics.
As a result, businesses such as tobacco and arms manufacturing are often left in the cold. Curious how the oil sands fit in? Come to this informative introductory session to find out.
- Stephen Whipp, CFP, Managing Director of Responsible Asset Management at Wolverton Securities Ltd. invites you to this complimentary event.*
Two Sessions! Saturday, February 25, 2012
- Session 1: 11 am-noon at Juan de Fuca Library, 1759 Island Highway
- Session 2: 3-4 pm at Goward House, 2495 Arbutus Road
Join us for refreshments and an informative discussion!
Please RSVP online here or at 250-405-3550
*Stephen Whipp CFP, Managing Director, Stephen Whipp Financial, Responsible Asset Management, Wolverton Securities Ltd. *
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 shape his practice of values-based financial planning and ethical investing. Managing Director of Responsible Asset Management 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, Westshore Chamber of Commerce and the Eric Douglass Centre at Royal Roads University.
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