RIA: Certified Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.
Services Offered in RI
- Insurance & risk planning
- Investment management
- Financial planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Ontario
- Quebec
- Alberta