Social Investment Organization
As a member of Social Investment Organization (SIO) you are assured that our Credential Securities Inc. Investment Advisors and Credential Asset Management Inc. Mutual Funds Investment Specialists are:
- familiar with the concept of SRI and sympathetic to your desire to have the companies you own shares in (stocks or indirectly through a mutual fund) or lend money to (bonds) reflect your personal values
- familiar with the range of socially screened investment products currently available (stocks†, bonds†, mutual funds†, and labour-sponsored investment funds†)
- familiar with sources of financial and social research available to socially aware investors
- Will review your portfolio on a social/environmental basis in addition to the financial review
- Have a number of other clients who have an interest in SRI and is therefore more likely to focus efforts and resources on issues of interest to social investors
- Will abide by the SIO’s principles and standards for professional members which includes availing themselves of opportunities for continuing education in the field of SRI whenever possible
Establishing a portfolio of investments with social and environmental considerations is possible, when you work together with your financial professional to identify the issues of most concern to you and your family. For more information on SRI generally visit www.socialinvestment.ca
† Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Labour Sponsored Funds offer a tax credit available to residents of Saskatchewan. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase. Credential Securities Inc. is a Member Canadian Investor Protection Fund.