EP24 - Sustainable Investing with Sonia LeRoy

2023-02-20

Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen. Chris had a great conversation with one of IPC’s very own Sonia LeRoy, Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Today’s podcast focuses on the why...

Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen.

Chris had a great conversation with one of IPC’s very own Sonia LeRoy, Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Today’s podcast focuses on the why of sustainable investing. We dig into how it’s a powerful way to build stronger relationships with your clients but also how it can help them grow their portfolio.

Chris would love to talk to you more about sustainable investing! Are you having these conversations with your clients? Why not have a virtual coffee with him? He’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Comments (3)