I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
Situated in the heart of this Nation’s capital, John Hastings provides responsible and impact investing services to both private and institutional clients. His proprietary process enables him to build investment portfolios tailored to the specific needs and wishes of all of his clients. His current client’s include Inuit organizations, foundations, non-profit organizations, high net worth families, business owners, and professional athletes.
As a former member of the Canadian National Kayak team, and an alternate on the 2012 Olympic Team, John witnessed first-hand the impact of climate change on the rivers he raced, and the communities he had the privilege to visit. John’s new passion consists in finding solutions to climate change and the many other challenges facing our society.
John earned his MBA from the Telfer School of Management, and is a CFA Charter holder. He is on the Impact Investment Committee at the Ottawa Community Foundation, a member of the Investment Committee at the Hnatyshyn Foundation, a board member for the Canadian Athletes Now Fund. He guest lectures on responsible investing at the University of Ottawa and is a student mentor at the Sprott School of Business.
Alan joined ScotiaMcleod in 1987 after completing a M.B.A. at York University. He has been awarded the J.G. Weir Award for excellence in Client Service and was nominated for the Investment Dealers Association Award of Distinction. He was made a Director in 1994 and became a Portfolio Manager in 2011. Alan has been an 11 time member of ScotiaMcLeod’s “Chairman’s Council”.
Alan has been involved in socially responsible investing and impact investing since the late 1980’s. He was a founding member of the Social Investment Organization (later the Responsible Investment Organization) and sat on their inaugural Board of Directors. He is an original client and partner of Jantzi Research Associates (later Sustainalytics) and was a judge for the mutual fund industry’s “Socially Responsible Fund of the Year” award.
Alan has been featured on television and all of Canada’s national newspapers in regards to socially responsible investing, fossil free portfolios and impact investing. Alan has audited 13 year performance returns for his socially responsible investment portfolios.
Alan’s passion is the environment. In the early 1990s he hosted public seminars on environmental investing featuring leading environmentalist of the day. In 2000 he had his office “zero-footprinted” and “bullfrog powered”. He was a campaign manager for the Green Party of Canada and has sat on a variety of environmental not-for-profit boards including the Environmental Industry Association and Small Change Fund. Recently Alan helped craft Ontario’s first community solar energy project under the Green Energy Act (nominated for a Green Toronto award), which has since been used by 23 churches in Toronto.
Alan has played an active role in many social change organizations in Toronto. He recently sat on the boards of Variety Village and Bereaved Families of Ontario. He is the founder and President of the Alma Children’s Education Foundation (www.almafoundation.ca).
Investment Philosophy and Process
It has been Alan’s experience that applying a socially responsible screen to portfolios not only aligns one’s investments with their values but provides for lower volatility and higher returns.
Service Approach
Alan has a limited and particular client base (socially responsible investors) so he is able to provide excellent client service. Alan has a minimum account size of $1,000,000. Eleanor Martin has been his administrative assistant for 30 years and enjoys a stellar reputation within the firm and amongst his clients.
We are independent Financial Planners. We work to achieve the best retirement for you with a view to passing on as much as possible to your beneficiaries. We do Holistic Retirement Planning and Estate Planning. We use various tools including Charitable Giving, Tax Reduction strategies and Insurance strategies.
Along with my husband, Nathan, and our three wonderful daughters, I am an active member of St. Jacobs Mennonite Church. In my spare time you’ll find me enjoying my family, and playing slo-pitch in the summer months.
I love my job! I started my career at Kindred in 2006 after graduating from the University of Manitoba. I have filled various roles and gained extensive knowledge in many areas of financial services. I value the opportunity to meet members, build long-term relationships, and work together with other staff to assist members in making knowledgeable and informed decisions about their investments and future savings. I’m motivated in my work, knowing that members place their trust in me and have given me the opportunity to share my knowledge with them as I participate in planning for their future. I always follow up with members to make sure they receive excellent service!
I view myself as someone who looks out for others. I’m passionate about providing the best advice and guidance to help ensure our members have the peace of mind knowing they are on track to achieve their financial goals; whether it is access to education or financial freedom in retirement. My ability to be a compassionate listener has helped me build relationships and understand each member’s needs.
I’m able to provide a holistic, unbiased view of your finances from a faith perspective. I began my career in financial services in 2004 and have attained the Certified Financial Planner and Financial Management Advisor (FMA) designations. I specialize in advanced Wealth Management Techniques and Portfolio Construction.
*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
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.
Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis – The Financial Advisors Association of Canada – for 15 years.
We provide comprehensive investment and financial planning with a screen for socially responsible companies in both Canada and the United States.