More than half of the Canadian investors that you know are likely making vales-based choices. Responsible Investing (RI) is taking off in Canada and we wanted to know why. This week, our co-hosts chat with Yufei Man, Director of Asset Allocation at NEI Investments about what's driving the demand, the future of RI, and whether you’re missing the boat with conventional investment choices.
2:10 – Hot In Money: All Travis’ clients are wondering why the market is doing so well when the economy has seen better days. Our co-hosts explain some factors that influence today’s trend.
5:08 – Expert examination:
45:56 – Financial Fix: Interested to know how the companies in your current portfolio rate on RI measures? Travis has a simple task that will help you understand your impact.
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You're invited! Attend our live conversation with Yufei Man, Director of Asset Allocation and Investment Strategy at NEI Investments, to find out about the market outlook for 2021 and beyond. Register at: https://wealthbeingmay2021.eventbrite.ca/
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Our WealthBeing Hosts
B.Eng, CFA, CFP®, CIM, FCSI, CIWM
Senior Wealth Advisor | Senior Investment Advisor
Island Savings Insurance Services | Credential Securities
Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, passing all three tests on his first attempt. In addition he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Regional Manager, Business Banking, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial’s Regional Manager of Business Banking, Kevin Lehman, he's likely one of your personal game-changers. He leads a team of business banking advisors to help local companies thrive. You might say he’s a dreamer, and Kevin would agree. He is inspired by the dedication with which entrepreneurs pursue their vision and goals, and is a willing and prepared partner for owners to access the financial advice and tools that will support and grow their sustainable business.