Affect Wealth

10/13/2022

Socially Responsible Investing is one of the newest buzz terms in the finance world, but does it work?

In 2021, most sustainable funds earned better total and risk-adjusted returns than their category indexes!

They say money talks, and investing is no different. We can vote along our beliefs, morals and values within our investment portfolios. Put your dollars into something you care about without sacrificing returns.

10/03/2022

Who is Affect Wealth?⁣
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I’m Phil. My passion is helping individuals and couples both young and old work toward and realize their financial goals. My approach is one of empowerment, where I equip you with the tools and knowledge you need to succeed.⁣
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To me, there’s absolutely nothing like seeing that lightbulb moment happen with you as you see and understand how your investments are impacting the world. When I see that confidence and sense of victory from you, there’s no reward quite like it.⁣
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Here at Affect Wealth, we want to see you succeed, and we want to help you make a difference in people’s lives with your investments at the same time. We can’t wait to talk to you about the future, because while it’s unpredictable, and sometimes, maybe a little scary, we’re here to help you get there with confidence.⁣
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03/24/2022

01/05/2022

We hope everyone had an enjoyable and safe New Year! We look forward to serving you in 2022 🍾

12/20/2021

12/02/2021

11/29/2021

A Canadian company is leading the way in Direct Air Carbon Capture. I found this short podcast particularly interesting. Our world isn’t ready to leave fossil fuels behind just yet, so how can we utilize new technologies to help progress on the journey to Net Zero.
This link is on Apple podcast but it's available on Spotify as well.

‎Show ESG Insider: A podcast from S&P Global, Ep Direct Air Capture: A high-tech fix for climate change? - Nov. 26, 2021

11/18/2021

Can ESG investing add value to your portfolio?
Check out this brief but informative video from our partners at CI Global Asset Management.

Want your investments to fit your values and financial needs? Discover ESG investing.

11/10/2021

I'm sure many of you have been hearing about COP26 in the news lately. I thought this was a really great video explaining the Key issues and purpose of COP.

FT environment correspondent Leslie Hook outlines the stumbling blocks that could spell success or disaster in Glasgow, including emissions targets, the phasing out of coal, and climate finance

09/20/2021

Log on tomorrow Tuesday, September 21st from 12:30pm - 1:00pm to learn from Fidelity’s expert panel for a discussion about the potential tax and investment implications following the Canadian election

Join Fidelity’s expert panel for a discussion about the potential tax and investment implications following the Canadian election.

07/30/2021

I have officially launched a new brand and website under the name Affect Wealth. You will continue to receive the same financial, investment and insurance advice you’ve come to depend on these last many years, all that's changed is the name.

You may remember the name Redwood Financial. Redwood still exists but is now operated by David Smith, who was my partner there. I’ve decided to rebrand my portion of Redwood as Affect Wealth.David and I continue to support each other while serving our own clients. This includes supporting you when one of us is out of the office as well as sharing advice and expertise with each other.

The reason I chose the name Affect Wealth is simple. I want to affect positive change in the lives of you — my clients — as well as my local community.Part of this is a new focus on sustainable and socially responsible investments. You can read more about them on my new website www.affectwealth.ca! If you’d like to discuss your current situation or want to schedule a meeting with me don't hesitate to reach out.

& don't forget to hit that follow button on our new page!