Secure Survey Summary

Work out your ethical/sustainability investment profile

The first step in choosing how to invest your money ethically/sustainably is figuring out what that means to you. Many of our clients have different views on what is ethical/sustainable and how important particular issues are to them. We are offering this survey to bring into better focus those differences. Ethics/Sustainability can be a grey area for most of us. We hope that by asking a few questions that the grey area becomes clearer.

  1. To work out your ethical/sustainability profile complete the survey by indicating your level of interest in each area. This will clarify the issues which concern you most, and the areas you may need to look into further. By entering the top 5 mutual funds you currently hold, you will also be able to assess whether you need to take action to bring your investments in line with your values.
  2. If you’d like a free consultation suggesting the type of investments that may reflect your personal values click the submit button to send us the completed survey. We will contact you via phone or email to set up an appointment with Stephen Whipp. You will receive a free copy of your ethical/sustainability profile to take home with you. This service is only available in Alberta, BC and PEI.

Call us for a password to access the survey.
Ph. 250-405-3550 or Toll Free 1-866-405-1988

Stephen Whipp, CFP
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The opinions expressed are those of the author and may not necessarily reflect those of Manulife Securities Incorporated and Manulife Securities Insurance Inc.

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Stephen Whipp and Manulife Securities Inc. (Manulife) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Stephen Whipp or Manulife. The information in this communication is subject to change without notice.

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Stephen Whipp is a member of the Social Investment Organization