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You’ll experience twists and turns on your way and sometimes your route may not be so clear. Our webinar series is designed to address the subjects that some people may not be so sure about.
Join FirstOntario Investments and Credential Asset Management Inc. for a presentation with NEI Investments, one of Canada’s leaders in responsible investing. You’ll hear about FirstOntario’s commitment to responsible investing and how investors are increasingly looking to ‘purchase with purpose’ to make money, but also make a difference not only for themselves and their families, but for the greater good.
You’ll also learn about ESG methodology (Environment, Social and Governance) and how it can be used to identify better quality companies and reduce an investor’s exposure to risk, which can lead to long-term prosperity.
February 8 at 12 p.m.
Senior Wealth Advisor, FirstOntario Investments
Credential Asset Management Inc.
Terri is a Senior Wealth Advisor with FirstOntario Investments. She has over 30 years’ experience in business, planning and investments and works with individuals and businesses developing strategies to help them realize their goals.
Terri, along with all FirstOntario wealth staff, hold the Responsible Investment Specialist designation (RIS). This designation correlates with environmental, social and governance factors (ESG) into the selection and management of investments.
Regional Sales Manager, NEI Investments
Matthew Iesulauro is the Regional Sales Manager for NEI Investments, based in Toronto. He supports the education and growth of responsible investing to the credit unions in Ontario, Manitoba, and Saskatchewan. Matthew began his career with NEI, after earning his bachelor’s degree from Wilfrid Laurier University in Economics and Finance and is currently pursuing the Chartered Financial Analyst Designation. On a personal level, Matthew enjoys reading philosophy and bodybuilding.
Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.
If you miss the live version, you can find the recordings here. Hopefully they help you get to where you want to be.
February 16, 2022
This informative session is designed to increase your understanding and your savings too! Investment Specialist, Yvonne Delry, discusses the features of an RRSP and a TFSA and explores their importance and what to consider when planning to save.
The contents contained herein are for informational and educational purposes only and are subject to change without notice and should not be interpreted as financial, tax, Legal, investment, or any other type of advice. Nothing contained herein constitutes a recommendation, solicitation, endorsement, or offer by FirstOntario. You bear all risks associated with the use of this content, including without limitation, any reliance on the accuracy, completeness, or usefulness of any content provided herein. Hyperlinks to websites operated by third parties may be provided. FirstOntario does not endorse and is not responsible for the contents of these external sites.
Learn more about the topics explored in previous webinars.