Financial Advisor Programs

Our Sustainable Agency Program recognizes our Financial Advisors’ sustainability activities. The program emphasizes that there are many paths to social, environmental and economic sustainability, while facilitating Financial Advisors’ efforts to contribute to both their communities and their businesses. Financial Advisors achieve Silver or Gold accreditation in the program by undertaking activities that contribute to sustainability.

We launched two additional voluntary programs for advisors in 2015, both designed to help Financial Advisors demonstrate their commitment to sustainability and showcase their leadership in the community. The Financial Advisor Community Fund supplements Financial Advisors’ donations to community organizations, thereby increasing their community impact. The Financial Advisor Carbon Neutrality Program enables them to choose renewable energy for their office through a partnership with Bullfrog Power, a leading Canadian renewable energy provider. In addition, a carbon offset purchase is made on their behalf, enabling participating offices to be carbon neutral. These two programs complement the existing Sustainable Agency Program.