Something to Share – Feb 2022

For most of my career, people have generally dismissed applying an ethical filter to choosing investments. It was all well and good to have values, the prevailing thought went, but why let them interfere with making money?

What’s Been Going On – Feb 2022

It’s been an eventful few months at this end, that’s for sure. Here’s a brief summary of some of the big things that have been keeping us busy lately:

How We’ve Been Helping – Feb 2022

One of my favourite parts of this job is when somebody we’ve working with for a while, to help them plan for their retirement, gets to walk out of work for the last time. It’s such a big, meaningful and – hopefully – positive transitions, it’s a really nice thing to be part of.