People, Planet, Profits
That’s what socially responsible investing means to me
I offer:
- a principled approach to investing
- a holistic financial planning approach including tax and retirement planning
- communication based on your preferences as to the frequency and medium (face to face meetings, telephone, email, written reports etc.)
- education about money and investments to my clients and to the public
Are you looking for an accessible, jargon free advisor?
Would you like me to speak on a panel or at an event?
Please get in touch!
Sucheta Rajagopal
416 860-6833
srajagopal@researchcapital.com