Investing with a Conscience

Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear? We can help.

Stewardship

“We believe in caring and sustainable stewardship of financial, human and environmental resources… we all live downstream.”

Responsible Investment Strategies

“We are inspired by the potential of responsible investment strategies to help build a fairer and more resilient future… our choices have consequences.”

Skepticism

“We have a healthy skepticism about the ethics, integrity and transparency of many corporate actions and mainstream investment strategies… don’t believe everything you read.”

Making a Positive Difference

“We are motivated by the opportunity to boldly engage with others to make a positive difference through individual investment choices… be the change.”

Alignment With Our Clients' Values

“We are grounded by our alignment with our clients’ valueswalk the talk.”

Balance

“We aspire to balance family, health and financial security, along with enjoyment, personal growth and social responsibility… seeking harmony.”

Action/Leverage

“We are excited to action and leverage our beliefs with other motivated and curious skeptics.”

What our clients say about us ...

"You do your homework and explain things so well. And what a difference it makes to share similar values!"

– Arlene, Comox, BC

"We've worked with people who professed interest in responsible investing but didn't deliver.
We so appreciate your authenticity, honesty and transparency."

– Forrest and Diana, Guelph, ON

"We recommend Steve to anyone looking for a caring and ethical financial advisor. We value your service and care."

– Paul and Anna, Victoria, BC

Get in Touch With Us

205-1208 Wharf Street, Victoria
British Columbia, V8W 3B9

We are grateful to be able to live, work, play, conduct business, and raise our families on the traditional stolen territory of the lək̓ʷəŋən-speaking peoples, also known as the Songhees and Esquimalt First Nations. Learn more.

Send Us a Message

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