“Building Wealth Responsibly”
Investment Fund Advisor
Desjardins Financial Security Investments Inc.
5070 Dixie Rd
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.