• Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investing (SRI), also known as sustainable, socially conscious, or ethical investing, is any investment strategy which seeks to consider both financial return and social good.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI) is the process of selecting or managing investments according to social or environmental criteria.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investors encourage corporate practices that promote environmental stewardship, consumer protection, human rights and diversity.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investing is a very dynamic and growing part of consumer investment options.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment represents a useful tool to accomplish your investment goals by incorporating social and environmental factors, and provides a catalyst for positive social change.
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Socially
Responsible
Investment

Dean Whalen, Sustainable Investment Professional
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Dean Whalen, BA, SIPC
-
Sustainable Investment Professional

A growing number of investors are choosing to improve the future of their communities and the environment and the world using their investments. It is important for investors to begin making the world a more sustainable environment for everyone. The Financial World is complex and ever changing and most people need help in managing their investments.

There has been much progress made over the past 30 years since the inception of “Socially Responsible Investing”.

It is possible for an investor to participate in this growing worldwide movement. You want a better world and your investments should be helping to create this world.

A high quality well balanced portfolio can help you to achieve the financial security you deserve, while helping others achieve the same.

With more than 20 years of experience in the Financial Services Industry Dean can help you to build a Socially Responsible Investment Portfolio.

Contact Dean for more information.

Follow Dean on Twitter.
Follow Dean's Blog - Sustainable Investment Observations.

 

Dean is a long standing member of the Social Investment Organization of Canada. He is a former member of the Board of Directors of the Independent Financial Brokers of Canada.

Professional Licenses include Mutual Funds and Life Insurance.

Concordia University - SIPC (Sustainable Investment Professional Certification)
St. Francis Xavier University – B.A.
Canadian Investment Funds Course
Member of the Independent Financial Services Brokers of Canada
Member of the Social Investment Organization of Canada

Dean Whalen is a member of the Deposit Brokers Association of Canada and the Independent Financial Brokers of Canada.

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