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

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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Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

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Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

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Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

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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