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.
- 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.
- 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 ethical/sustainability profile to take home with you. This service is only available in Alberta, BC, Ontario, and Newfoundland.