Socially Responsible Investing with David O'Leary | E013

Today, on The Wisdom of Wealth, we're going to talk about socially responsible investing. So, it comes as no surprise to anyone that sometimes companies do bad things, and sometimes they're not even bad, just things you don't agree with. Social responsible investing is all about taking into consideration different factors like environmental, social, and governance factors when deciding whether or not you should invest in a company.

Wisdom of WealthJason PereiraDecember 23, 2020Socially responsible investing, SRI

Bringing Purpose & Meaning To Your Investments with David O'Leary | E028

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews David O’Leary, Founder & Principal of Kind Wealth, a financial planning firm that also helps focus on clients finding purpose in their investing through investing in causes and initiatives that are meaningful to them.

FPCBOJason PereiraAugust 20, 2020Socially responsible investing