Qualitative screening criteria:
• Community
• Corporate governance
• Employee relations
• Environment
• Human rights
• Product safety
M3 Financial Group employs a rigorous planning process to ensure financial success. Our mandate is to improve the well–being of all our clients and impact our global communities in a meaningful and positive manner. Through our process‚ we are able to achieve an investment philosophy of "helping clients invest in their future while investing in a future for all".
SRI creates an ecosystem where we live harmoniously financially independent and socially interdependent. We are passionate about being responsible investors!
The professionals at M3 Financial Group will help you reach your goals and determine the most appropriate investment approach that aligns with your financial and social requirements. Our investments are managed by RBC AM‚ Acuity Funds‚ Ethical Funds‚ iShares CDN Jantzi Social Index‚ Mavrix Funds‚ Meritas Funds and Phillips‚ Hager & North.
A common myth holds that to invest responsibly means sacrificing returns. The balance of evidence shows otherwise. Finance academics have concluded there is no significant difference between the financial performance of SRI funds and conventional funds. For a review of the literature‚ we recommend a visit to www.sristudies.org. This site provides a resource for people interested in the impact of SRI on investment performance.
Ryan Ardron‚ Victor Lough and Laurie Platts‚ are Account Representatives of Manulife Securities Investment Services Inc. Products and Services offered in this website are only available to residents of Alberta and B.C.. Commissions‚ trailing commissions‚ management fees and expenses all may be associated with mutual fund investments. Please read the fund’s simplified prospectus before investing. Mutual fund securities are not guaranteed‚ their values change frequently and past performance may not be repeated.
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