We help clients align their financial goals to their values

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How it works

Everybody gets a free consultation. If you decide to work with us, here’s what you can expect:

  • Learn investment basics like mutual funds vs ETFs, RRSPs vs TFSAs, etc.

  • Identify companies and sectors that are on your ‘naughty’ list

  • We provide the research, and you pick the investments that align with your values

  • We hold your hand as you buy investments online for the 1st time