Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can't make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear? We can help. We believe in caring and sustainable stewardship of financial, human and environmental resources.
We are inspired by the potential of responsible investment strategies to help build a fairer and more resilient future. We have a healthy skepticism about the ethics, integrity and transparency of many corporate actions and mainstream investment strategies. We are motivated by the opportunity to boldly engage with others to make a positive difference through individual investment choices.
We are inspired by the potential of responsible investment strategies to help build a fairer and more resilient future. We have a healthy skepticism about the ethics, integrity and transparency of many corporate actions and mainstream investment strategies. We are motivated by the opportunity to boldly engage with others to make a positive difference through individual investment choices.
Services
Meet the Team
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Stephen Whipp is an activist and a passionate guy. He believes that individuals working together really can change the world for the better. With a background in journalism and non-profit management that includes aboriginal governance, and more than 20 years as a successful investment advisor, Steve brings a potent combination of experience, knowledge and connections to the table.
News & Views
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This is an annual event organized by residential school survivor Eddy Charlie and Kristin Spray and supported by the City of Victoria. The event features Indigenous performers and speakers, the raising of the Orange Shirt Day flag and a minute of silence to honour children who died at residential schools.
Investing with a Conscience
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Responsible investing is not a sideline for Stephen Whipp Financial - it's the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise. We weigh more than short-term financial performance when assessing potential investments.
Our Portfolios
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You don't have time or expertise for the detailed decisions on your investments. Frankly, you'd rather be focused on more important things. A managed account may be just what you need. Imagine an experienced professional taking care of that for you in a very personalized way. Peace of mind, values alignment, and restful nights.
Becoming a Client
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We believe in caring and sustainable stewardship of financial, human and environmental resources. We are inspired by the potential of responsible investment strategies to help build a fairer and more resilient future. We have a healthy skepticism about the ethics, integrity and transparency of many corporate actions and mainstream investment strategies.
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