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.