Socially Responsible Investing

It isn’t what we say that makes a difference in the world, it’s what we do.

As a co-operative enterprise, owned and controlled by the members we serve and guided in everything we do by the seven co-operative principles, we care about the needs of our members and the communities we serve as well as the bottom line.

While we believe that it is not our role to make ethical decisions on behalf of our members, by offering a full range of mutual fund investments, including Socially Responsible Investing funds that meet the highest standards in terms of their social, environmental and governance impact, we’re helping you to achieve your most important goals and attain financial well-being without compromising your beliefs.

Expert Advice to Get You There

Through our mutual fund dealer Qtrade Asset Management, Prospera Credit Union and our financial experts work closely with Meritas SRI Funds, Northwest and Ethical Investments as well as other major Canadian SRI fund families that provide both competitive financial returns and positive social returns. Prospera Credit Union is a member of the Responsible Investment Association (RIA), which is a national membership-based organization that includes financial institutions, investment firms, financial advisors, and various organizations and individuals interested in socially responsible investment.

The RIA's mandate is to promote the practice of socially responsible investment (SRI) in Canada. SRI is the integration of environmental, social and governance factors in the selection and management of investments.

Take the Next Step

If you would like to learn more about how to incorporate Socially Responsible Investing into your portfolio, simply set up an appointment with one of our Wealth Management Specialists today or drop into any branch of Prospera Credit Union where our helpful staff will be happy to answer all of your questions.

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. OceanRock Investments Inc. is the trustee, manager, portfolio adviser and promoter of the Meritas SRI Funds. OceanRock and Qtrade Asset Management Inc. are wholly-owned subsidiaries of Qtrade Canada Inc. Publication date: April/2016
 

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