Is Ethical Investing Right for You? Socially Responsible Investing 101

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Saturday, February 25th, 2012
3:00 PM to 4:00 PM

Sometimes called Ethical Investing, this philosophy blends the pursuit of a healthy portfolio with the pursuit of a healthy world. In other words, your social and environmental values are used as a screen for your investment choices. While the goal is to build wealth, choices are made based on ethics.
As a result, businesses such as tobacco and arms manufacturing are often left in the cold. Curious how the oil sands fit in? Come to this informative introductory session to find out.

Annette Quan, FMA , FCSI & Stephen Whipp, CFP invite you to this complimentary event.

Two Sessions! Saturday, February 25, 2012
Session 1: 11 am-noon at Juan de Fuca Library, 1759 Island Highway
Session 2: 3-4 pm at Goward House, 2495 Arbutus Road

Join us for refreshments and an informative discussion!

Please RSVP online at www.stephenwhipp.com or at 250-405-3550

FACILITATORS

Stephen Whipp CFP, Senior Financial Advisor
A Senior Financial Advisor with Manulife Securities Incorporated on Victoria�s Westshore, Stephen is a frequent speaker on ethical investing throughout BC and beyond. He is active with the Canadian Social Investment Organization, Westshore Chamber of Commerce and the Eric Douglass Centre at Royal Roads University.

Annette Quan, FMA , FCSI Financial Advisor, Life Representative(Manulife Securities Insurance Agency)
Annette has been working in the financial services industry for over 24 years. She marries her professional experience with her passion for making our communities better by focussing on socially responsible investing. She helps investors build a financial plan that does not compromise what is important to them.