Carol Smith, (RIAC)

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CarolRIA Advisor Logo 2014 web“Building Wealth Responsibly”

Investment Fund Advisor
Desjardins Financial Security Investments Inc.

5070 Dixie Rd
Mississauga, ON
L4W 1C9

Tel: 905.276.9456 | Direct: 905.366.4419 | Fax: 905276.4964
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As an Investment Fund Advisor, I have the ability to offer my clients access to a number of responsible investment solutions based on their individual goals and needs.  By offering clients socially responsible investment opportunities, they gain access to portfolio management which integrates Environmental, Social and Governance (ESG) issues into investment practices. For clients who are interested in having an impact on corporations which hurt social well-being or the environment, this presents an opportunity to begin a journey to find out what their money is doing.

After more than 10 years in the financial services industry, I do believe that investing for change is a powerful tool that investors can participate in, not only to accumulate wealth responsibly, but to create a sustainable economy that can provide for a good quality of life for all and not just short term performance for a few.

I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners as well as the family market. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Peel/Halton regions as well as other areas of the GTA.

I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.

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Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Wealthsimple
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
Taylor Remy Brown Investment Group
The Wooding Group
Blue Heron Advisory Group
CoPower