Wednesday, February 23, 2011

SRI Monitor hosts Ottawa seminar

Money talks? What are your dollars saying? SRI Monitor is hosting a seminar on socially responsible investing in Ottawa on Wednesday, April 20, at 7pm. The exact location will be announced when we have a better idea of the number of attendees.

The educational seminar is an introduction to socially responsible investing with Toronto advisor and SRI specialist Sucheta Rajagopal.

Your investment dollars can be used as a powerful lever for positive social and environmental change.

In your RRSP, or non registered investments you may own companies, whether through mutual funds or individual equity holdings, whose policies or practices you do not agree with. Do you have tobacco companies or arms manufacturers in your portfolio? Are you concerned about human rights while owning companies who are committing human rights violations?

On the other hand, are you interested in investing in clean and green technologies, but not sure how they fit into your portfolio or investment strategy?

Socially responsible investors recognize not just the financial bottom line, but a triple bottom line respecting people, planet, profits

Learn more about how to invest in a manner that is consistent with both your financial needs and your personal values.

Sucheta has an LL.B. from Osgood Hall Law School and is qualified as a Certified Financial Planner (CFP). She is a graduate of the Canadian Securities Institute's Professional Financial Planning Program, a Certified Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). An advocate of socially responsible investing, Sucheta is a frequent speaker at community and industry events, and co founder of the blog SRI Monitor. Her website is www.principledwealth.ca

Sucheta Rajagopal is an Investment Advisor and Associate Portfolio Manager at Hampton Securities Limited. As an investment professional she manages socially responsible portfolios for individuals, families, not for profit organizations and foundations.

Contact dwatt11@gmail.com to register for this seminar.

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