How to invest ethically in 2020/2021 | Socially responsible investing 101

How to invest ethically in 2020/2021 | Socially responsible investing 101

HomeBeavis WealthHow to invest ethically in 2020/2021 | Socially responsible investing 101
How to invest ethically in 2020/2021 | Socially responsible investing 101
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Today we're talking about sustainable investing. Also known as SRI (Socially Responsible Investing). Also known as ethical investing.

In this video, we cover ESG scores and ratings and show you some ways you can invest ethically and sustainably.

ESG Ratings Website – https://www.sustainalytics.com/esg-ratings/

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$50 Sign Up Bonus – http://wealthsimple.sjv.io/7AO7Y

#Stock Market #Canada #BrandonBeavisInvesting

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About Brandon Beavis:

Brandon Beavis was one of the youngest consultants to receive a full license here in Canada.

In 2013, Brandon officially began his industry studies. Over the years, he has completed his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), the 90-day Investment Advisor Training Program, attended the Manulife Professional Development Workshop in Oakville, ON, and attended numerous industry seminars, conferences and events to further his knowledge.

At age 20, he became fully licensed as an investment advisor and worked for one of Canada's largest investment brokerages, Manulife Securities. For four years, he worked with an experienced team at Beavis Wealth Management specializing in high net worth individual investments. He had the opportunity to work under the guidance of his father, who has been an advisor for over 25 years, and gained hands-on experience with client portfolios, which included analyzing, building and managing multi-million dollar client accounts.

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About Marc Beavis:

Marc is a retired portfolio manager who spent over 25 years in the investment industry, managing multimillion-dollar portfolios and working with clients of all ages. He retired in 2021 and is a regular contributor to this channel.

After his first license in 1996, he completed a number of industry courses including the licensing course “Derivatives Fundamentals and Options”, “Portfolio Management Techniques”, “Fundamentals of Wealth Management”, “Investment Management Techniques”, “Fixed Income Investments”, “Hedge Fund Fundamentals”, “Portfolio Theory” and of course the “Canadian Securities” course.

While in the industry, he was certified as a Chartered Investment Manager (CIM) by the Canadian Securities Institute. In addition, Marc was a Certified Financial Planner (CFP), the industry standard for financial planning.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Although the contributors were previously licensed, they are no longer industry participants and are not authorized to provide financial advice. They strive to bring you educational information in an entertaining manner. Always do your own research and due diligence before investing. As a general rule, you should consult a licensed investment professional before investing.

Our full disclaimer can be found on our website: https://www.theinvestingacademy.ca/Disclaimer

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