Special offer

Get a bonus of at least $150 when you invest responsibly.

Book an appointment

Conditions apply. Offer ends December 31, 2021.

How to get your bonus


Meet with us
Book a phone appointment with a wealth professional.


Invest $1,000 or more
Transfer funds into an eligible account by December 31, 2021.


Receive your bonus
We'll deposit your bonus by May 31, 2022.

Book an appointment

What's Socially Responsible Investing?

It's responsible. planet-friendly investing.

Socially responsible investing is an approach to choosing profitable investments that also look out for humanity. You can avoid investing in companies involved with fossil fuels, tobacco, nuclear power, military weapons, adult entertainment, or gambling*.

It's for anyone.

No matter if you're new to investing, no matter your portfolio size, we'll walk you through it and set you up for growth. You'll also have the option to invest with automated deposits of as little as $50, so your money (and positive influence) grows faster.

And there's a bonus?

You bet. Simply transfer $1,000 or more, and you'll receive a bonus deposit of at least $150.

See the terms and conditions for all eligibility criteria.

Ready to invest in a brighter future?

A chat with us will get you set for investment success. We make your money work harder, no matter the size of your portfolio.

Book an appointment