What is Sustainable Investing? Sustainable investing refers to the incorporation of environmental, social and governance (ESG)factors, into the selection and management of investments. Environmental – How a company’s operations affect thenatural environment, and how the natural environmentaffects the company. Social – The relationship between a companyand its employees, suppliers, and communities. Governance – The structures or systems a company hasput …
Crucial Conversations To Have About Shared Financial Assets
It’s important for couples to talk about money and planning together. These conversations aren’t always easy to have when a family situation is complex. Considerations need to be made when one spouse makes a significantly higher income, there are differing opinions on policies, or if you have a blended family. There are advantages and disadvantages to joint ownership of investment …
Building an Effective Team Is a Process
In 2015, Mark St. Pierre and I sat down and began the process of developing our partnership. We have been working together for many years. We knew we each brought a different skill set to the table and that we had a different approach to almost everything we do in our professional careers. The first cornerstone of this unique partnership …
Safeguard your business against the effects of a critical illness
“No risk, no reward,” is a cliché we’re all familiar with, but as a savvy business owner, you recognize the importance of balancing risks and opportunities to position your company for success…” To continue reading click here: Safeguard your business against the effects of a critical illness
