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VPG Bulletin
March 2021

Good news! Our ESG (Environmental, Social, and Governance) approach is now available for our discretionary managed portfolios. 
 
For 10 years now, we have understood that returns, and positive impacts for society and the environment are important to you.
 
For you, our clients, it is proof that we are able to adapt, know how to seize opportunities, and  the results of the new management criteria are evidence of that.
 
Sustainable investing is more than a trend, it is a way to tap into long-term investments,  while managing emerging risks. As industries and companies adopt socially responsible investment principles, we keep track and look for opportunities. It’s an evolving process, and the definition of what makes a good investment good is changing. We know this, as we are on the forefront of this trend.
 
Integrity is the foundation of socially responsible investments. To us, securities that have a positive impact are ones that are thoughtful. They’re businesses that are aware of our changing world, and the impact they have on it. Leaders who care about sustainability and equality make decisions based not just on profit, but people and the planet. These companies are transparent about their values, and care about their employees. These are securities that fit our values. 

Our portfolios are constantly adapting. For example, alongside working with leading ESG rating providers, we do our own research to make sure the securities that make up our portfolios meet our standards on this front. It’s not a perfect process, but our practical approach keeps us in touch with the constantly changing world of impact investing. 

We’ve made a video outlining our approach, and the principles by which we are guided. You can watch it by clicking here.

 
Until next time!


Francis, Hossein and Kristopher

 

The real cost of renovations – factors to keep in mind 

Image credit: iStock

Whether you’re planning a small refresher or a complete overhaul, it’s often difficult to have a realistic idea of the costs. Here are some tips about various types of renovations, and the associated budget expectations.

Read the article

 

Quebec sugar shacks from the comfort of your home

Image credit: Ma cabane à la maison

Even sugar shack season is adapting to the coronavirus…This year, you can enjoy the sugar shack experience at home in three easy steps: choose your sugar shack, select your "home sweet home" kit, and pick a delivery method. As a bonus, there's even a virtual show to set the mood. 

Read the article

 

Missed a previous edition of the VPG bulletin? 

You can read or re-read past editions on our website. 

Click here
 

Francis Sabourin
Director, Wealth Management
Portfolio Manager
Investment Advisor
Tel.: 514.989.4844  •  Email
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Francis Sabourin
Wealth Management

1250 René-Lévesque Blvd. West
Suite 1500
Montréal, QC  H3B 4W8

www.FrancisSabourin.com


The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, NL and PEI. Additional administrative support and policy management are provided by PPI Partners. Insurance products are not covered by the Canadian Investor Protection Fund. Richardson Wealth Limited, Member Canadian Investor Protection Fund. Richardson Wealth is a registered trademark of James Richardson & Sons, Limited used under license.
Adresse : 1250, boul. René-Lévesque Ouest Bureau 1500 Montréal (Québec) H3B 4W8 Canada