Schedule Your Consultation
Let’s Discuss Your Investment Goals
Ready to align your investments with your values? Schedule a consultation with Ethical Capital to discuss how our ethical investment approach can help achieve your financial goals.
What To Expect
We treat these meetings as “your time,” so the focus is on getting you the information you need.
How To Prepare
1. Consider What Matters To You
- Be prepared to discuss your current financial situation, any major life events (like buying a house or planning for a child’s education), and your overall financial goals. ### 2. Bring Big Questions
- We’re happy to chat about divestment from certain regions (e.g., Israel/Palestine), how we select ethical alternatives, the limitations of our approach, or anything else that’s on your mind. ### 3. Gather Relevant Information
- If you’re looking to discuss existing investments, having statements for those accounts could be useful, though not strictly necessary at this stage.
Schedule Your Call
Additional Resources
Before our meeting, you might find these helpful:
Investment Strategy Overview - Learn about our the strategies we manage
Our Process - Dig into how we approach investment management
Publications - Take a look at what we’ve written
FAQ Page - Answers to common questions about Ethical Capital and ethical investing
About ECIC - Our mission, values, and leadership team
Need other ways to reach us? See our Contact Information page for additional options.