Services offered: Other
Marilyn Michel
Insurance and investment services, specialized in SRI since 2012.
Robert Finch Noyes
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.
Véronique Kisovec
Nous sommes fiers d’être parmi les premiers à constituer exclusivement pour nos clients, des stratégies de diversification axées sur les normes Environnementales, Sociales et de Gouvernance (ESG)
Notre méthode de Gestion par Objectifs & Événements de vie est une approche 360 degrés, plus réaliste et plus concrète, basée sur la compréhension dynamique des familles.
Nous gérons les actifs & passifs de nos clients, afin de créer des portefeuilles sur mesure, qui répondent vraiment à leurs besoins spécifiques comme des portefeuilles ESG. Notre succès dépend entièrement de l’atteinte de vos objectifs et non de battre des indices de référence qui n’ont rien à voir avec vous comme la méthode traditionnelle d’accumulation.
Nous utilisons un processus Smart intégré d’intelligence artificielle avant-gardiste, qui permet le suivi en temps réel des progrès et l’atteinte de vos objectifs.
Notre plateforme Unifiée ouverte, inclut des ententes avec les meilleurs gestionnaires internationaux, à une fraction du coût habituel, couplé à nos expertises de gestion spécifiques. C’est le meilleur des deux mondes!
Nous avons une approche Éco-responsable, axée sur des stratégies durables, pour que demain soit possible
Ann-Rebecca Savard
Shawn Mottahedeh
Dylan Spence
We take complex issues and make them simple.
Peter Graham
With InformedESG, I work with stakeholders in the financial community to provide independent, easy-to-understand guidance on ESG Investing.
Barbara Wallick
I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.