Sustainable Finance: Three Things Advisors Need to Know by RIA CEO Dustyn Lanz (Investment Executive)

June 24th, 2019

What is sustainable finance, and what does the recent report from Canada’s Expert Panel on Sustainable Finance mean for advisors?

Among the many recommendations and policy proposals included in the report, three stand out as being particularly relevant to investment advisors.

1. Knowing your client’s sustainability preferences
2. More RRSP room and tax deductions for climate-conscious investments
3. Clarification of fiduciary duty in the context of climate change

Read the full article.