Do you want to incorporate environmental and/or social concerns into your investment portfolio?
Join us for a free webinar to get answers to the questions "How can an individual investor be a responsible investor? What options are available, and what are the steps to take?". Brian Barsness, CIM, Director, Investment Services at Kindred Credit Union will provide the expertise and insights to becoming a Responsible Investor.
Date and Time: Thursday, October 26th, 2017 | 12:00 PM – 1:00 PM EST
RESERVE MY SPOT TODAY! email kkuehnbaum@elfec.ca
About the Presenter:
Brian grew up in Alberta and completed his undergraduate at the University of Calgary, receiving a Bachelor of Commerce Degree. He is also a designated Canadian Investment Manager. Brian lives in Waterloo Region with his wife and two kids. In his spare time, he volunteers with Creekside Church in Kitchener and enjoys attending his children’s sporting and extra-curricular events.
"I have 25 years of experience in the financial services and wealth management industries. I joined Kindred in 2012, and prior to working at the credit union, I was Vice-President, Sales with Qtrade Financial Group, the parent company of Meritas SRI Funds, a leader in socially responsible investing in Canada. It was through my work with Meritas that I learned of Kindred and it opened my understanding and appreciation of the unique products and services we provide to members."
It’s incredibly meaningful to be able to research ways that members can align their faith with their finances. Brian loves being able to assist his Investment Services Team in creating financial plans for members that brings greater clarity, peace of mind, and gets them on the path to financial success.
“I believe we have some of the best investment products and services in conjunction with one of the best investment teams in the industry. Kindred’s approach to finances flows out of our faith tradition with values at the core.”
This event is part of Canada's 4th annual RI week, coordinated by RIA.
