RESPONSIBLE INVESTMENT
Today's investor is more discerning and selective than ever before, and a growing number want to know that their investment choices have a positive social impact. Socially Responsible Investments (SRIs) offer a growing number of options to personal investors who want to not only increase their bottom line, but to do so by supporting companies that demonstrate values that align with theirs. Our network of SRI accredited advisors can help even the most discerning investor make choices they can feel good about.
Asset Allocation
Environment, Social, and Corporate Governance issues can provide insight into both risks and opportunities for industries, sectors, and specific stocks.
Financial Analysis
We employ traditional financial analysis, looking at time-tested metrics that help us understand the financial health of companies.
Resilient Portfolio
The extra layer of due diligence results in a robust portfolio that meets the challenges of our rapidly changing world without sacrificing performance.
Sucheta Rajagopal has been involved in Socially Responsible Investing (SRI) for over 15 years, advising clients on how to integrate environmental sustainability, social responsibility, and good corporate governance metrics into their investment portfolios. A Portfolio Manager and Certified Financial Planner, Sucheta manages one of the largest exclusively SRI books of business in Canada. Using a plain language and a practical approach, she helps clients align their investments with their values.
Reach out to Sucheta if you are interested to learn more about SRI.
Sucheta Rajagopal
Portfolio Manager
Toronto, ON
Assistant(s): Robert Trei
416-860-6833
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