Ask the money expert, David Francilia from Envision Financial, a division of First West Credit Union

I’d like to align my investments with my ethics and values. Can you help?

I’d like to align my investments with my ethics and values. Can you help?

Ethical investing is an area that I’m particularly passionate about. I’m also proud to say that my team at Island Savings has a lengthy history of providing socially responsible investment options. In days gone by, ethical investors sometimes had to compromise on the performance of their investments. This is simply no longer the case – there’s a large and growing number of outstanding values-based investment options, products and strategies. Whether you simply want to avoid certain industries like tobacco or military products, for example, or you want to ensure your investments are divested from fossil fuels, there are solutions for you. It doesn’t matter if you’re just starting out as an investor or if you’re highly experienced: you can ensure that your entire portfolio is invested responsibly in companies that are committed to making a positive impact on our planet. Unfortunately, not all financial advisors have significant experience with socially responsible investing, so if this is important to you, make sure you find an advisor who does. I’m happy to suggest one, if you like!

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