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