As we transition to a low-carbon economy, you will no longer need to choose between planet, people or profits. Join us to learn how responsible investment can make your money matter. Friday October 21st from 2-3pm in The Gallery at L.E. Shore. Please register online or email LibraryPrograms@TheBlueMountains.ca
Speakers:
Sharon Wigle is an Investment Advisor with Trinity Holistic Wealth/ Designed Securities Ltd., with 30 years experience as an Advisor. Prior to this she was an Equity Trader and Analyst for Mutual Life of Canada. Sharon represents Designed Securities as an independent Advisor – that is an Advisor who is not tied to any one investment company’s products. Rather, she undertakes to match her clients’ individual investment needs and objectives with products that meet those individuals’ requirements. Sharon is a Chartered Financial Analyst and holds an honours B.A. in Management and Economics from the University of Guelph.
Daniel Mondou is an investment wholesaler with Desjardins Investments. He brings a wide background of insured money products, mutual funds, ETFs, and structured notes to the field with a specialty in responsible investment and protection strategies. Daniel will use his deep experience in the field of responsible investing to discuss the various RI investment possibilities available and how RI investment products have a positive impact on the environment and on communities.
Daniel works closely with both investors and advisors to co-create tax-efficient wealth plans for families and their estate plans – while ensuring that their financial needs meet their personal needs at the same time.