Getting Started with Responsible Investing

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Lately, it feels like you can’t browse any news media without seeing stories about extreme weather events.   Perhaps you have wondered if you are part of the problem, or if you are making a positive impact on the world.  Join financial planner Janet Bradley and investment advisor Paul Pflanz on October 25th to learn how Responsible Investing can advocate for change in our world; giving you hope for a better future.

Janet is a Financial Planner with Servus Credit Union based in Lethbridge.  Janet graduated from the University of British Columbia where she obtained a Bachelor of Science degree, and holds her Personal Financial Planner (PFP®) and Responsible Investment Specialist (RIS) designations.  Throughout the past decade, she has worked closely with people of all backgrounds and life stages across Alberta.  She collaboratively identifies your dreams and goals, and creates simple, customized financial solutions.  With the help of a team of specialists, she works to build and protect what is important to you, using investment recommendations that align with your values.  When she is not crunching numbers, she can be found spending time with her husband and son on the mountainside skiing or hiking, or cooking up a storm of plant-based dishes.

Paul has been working in the investment industry for the past 20 years.  Paul graduated from the University of British Columbia with a Bachelor of Commerce degree majoring in Economics.  He achieved his Certified Financial Planner (CFP) designation in 2010 and completed both the Chartered Investment Manager (CIM), and the Responsible Investment Professional Certification (RIPC) designations in 2016.  In 2009, he moved to Calgary and joined NEI Investments to serve as Vice President Sales.  He spends his days working with investment advisors across the province to help them introduce Responsible Investing to their clients

Paul is an avid traveler and has lived in Asia and Europe.  Originally, from the BC Interior, Paul has always had a strong interest in sustainability and doing the best to create a strong legacy for his province and family.  But don’t call him Saturday, because he will probably be mountain biking, road cycling, back country camping, skiing… or snowboarding.

The workshop will beheld at The Port (105-8th St S in Lethbridge). Please pre-register as space is limited.

Thank you to The Port for providing space for this workshop.