There are many decisions and choices to be made when it comes to investing. Responsible Investing (RI) is the choice for Canadians who seek competitive returns and also care about how the companies they invest in conduct themselves and impact communities.

RI is an opportunity to achieve your financial goals while making a positive impact on people, companies and the environment. RI is the process of making investment decisions using traditional financial analysis, while also evaluating performance on environmental, social and governance factors.

Through our strategic partnerships with companies such as Vancity Investment Management, we help Canadian investors build wealth through an investment process that looks like this:

• Screening – Selecting responsible, well-performing companies to invest in, using some of the most comprehensive screening criteria.
• Shareholder engagement – Working directly with the companies we invest in to effect positive, measurable change towards improved environmental, social and governance practices.
• Community Development Investments – Impacting people and the environment by investing in programs that earn financial returns while achieving positive and lasting social and/or environmental impacts.

Learn more about Responsible Investing and how we can help you to make investment decisions that offer competitive financial returns and positive social impact.

Book an appointment online, call us at 902.492.6500 or email us at info@cua.com to book an appointment with our Investment Advisor at CUA Wealth Management.

Securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds are offered through Qtrade Asset Management Inc., Member MFDA.