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Responsible Investment Association.

Minimum account size: <$100,000

Shannon Lerner

Andrew Flitton

Brandon Guay

Lucas MacIntosh

MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.

We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.

Namrata singh

Apryl Milward

Georgia Kwok

Bob Gallant

Steven Deimling

Jeffrey Greenfeld, CFP®, EPC, RIS

As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.

Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.

As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.

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