• 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.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Providing confidential, independent advice and personal financial solutions through our world-wide connections.

     
Connect With Us
Connect with Twitter Connect with Facebook Connect with our Blog
 

 

 World Wide Connections - Personal Solutions

Lighthouse Money Management - Socially Responsible Investment

 


Socially
Responsible
Investment

Our Process 
● ● ● ● ●  CONTACT US
Helping You Achieve Your Goals


At Lighthouse Money Management Inc. we are committed to assisting you in achieving your goals.

We listen to your needs and engage in a personalized process to gain a clear understanding of what is important to you.

Organize Complete Personal Profile
Including age, family, income, net worth, estate preparation (wills and powers of attorney), income tax situation, involvement with other professionals, investment experience and investment knowledge.

Determine Your Needs
What are your goals, preferences and expectations?

Analyze Your Current Financial Assets
Including cash, GICs and mutual funds, RSPs and life insurance.

Propose Your Plan
Recommend a framework for your personal long-term investment strategy. Your time horizon is an important factor in determining how much risk should be taken in the management of your portfolio.

Implement Your Plan
If you choose to become a client of Lighthouse Money Management Inc., we will diversify your investments to minimize your exposure to risk among different asset classes, markets, portfolio managers and investment styles. Having the right mix of stocks, bonds, and cash can be more important than the individual securities held within each asset class.

Monitor Your Plan
From time to time, market conditions may cause the value of your portfolio to fluctuate. Your personal financial circumstances will also change and there will be a need to make adjustments to your portfolio asset mix. It is important for us to review your portfolio at least once a year to maintain the integrity of your asset allocation strategy.

Mutual Funds Provided Through Equity Associates Inc.
View our Privacy Policy
View our Disclaimer

Responsible Investing | 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. ● ●


Sustainable Investment
Observations Blog





Dean on Twitter

 
 

124 Courthouse Square, Goderich, ON N7A 1M8 CA  ●  Telephone 519.524.5222  ●  Toll Free 1.888.805.7868  ●  Fax 519.524.1379    Email 

  Site Map   © Lighthouse Money Management Inc. All Rights Reserved    Webwork by DataQuest.ca