Secure Survey Summary


Work out your responsible investment profile

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

  1. To work out your responsible investment 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 then listing your top five investment holdings, it will help us 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 a member of our advisor team. You will receive a free copy of your responsible investment profile to take home with you. This service is only available in Alberta, BC, Ontario, Nova Scotia, and Newfoundland.

Call us for a password to access the survey.
Ph. 250-405-3550



:www.leedejonesgable.com

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