Welcome to Ethical Investing

Welcome to the exciting world of ethical investing with Stephen Whipp and his team at Berkshire Securities Inc. We proudly specialize in providing ethical investing and values-based financial planning services to families and individuals throughout Vancouver Island and across the province of British Columbia.

We believe that you really CAN create wealth and still satisfy your soul. We’ll show you how. ...read more

What our clients say:

“You do your homework and explain things so well. And what a difference it makes to share similar values!”
Arlene Bell, Comox

“We would recommend Steve to any person looking for a caring and ethical financial advisor.”
Paul Abra (Publisher-Island Parent Magazine), Victoria

What is Socially Responsible Investing (SRI)?

SRI is also known as ethical investing or social impact investing. It brings social and environmental criteria into the decision-making process of investing. ...read more about Socially Responsible Investing

Watch Stephen Whipp talk about the importance of Socially Responsible Investing.

Get your own online Socially Responsible Investing Resource Manual

Climate Change 3 Things You CAN do

1. Invest in sustainable business. Reward companies who are leaders on climate change. Avoid supporting companies who are not taking steps to reduce carbon emissions.
2. Adjust your thermostat. Turn your heat down 3 degrees in winter and air conditioning down 3 degrees in summer.

1. Avoid idling. Turn off your car when you aren’t driving it. Pre-heating engines is not necessary on Vancouver Island.

Contact us to find out how

Stephen Whipp, CFP
Certified Financial Planner
Manulife Securities Incorporated
Manulife Securities Incorperated is a Member CIPF

Stephen Whipp and Manulife Securities Inc. (Manulife) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Stephen Whipp or Manulife. The information in this communication is subject to change without notice.

_{The opinions expressed are of Stephen Whipp & may not be of Manulife Securities Incorporated or Manulife Securities Insurance Inc.}