We help clients align their financial goals to their values
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