What is Making a Positive Impact With Your Wealth all About?
You Can Achieve Your Financial Goals AND Help Improve Society and the Environment Making a Positive Impact with your wealth is all about achieving your
We know that wealth brings influence.
How are you investing your influence?
You need an expert in your corner who shares your values and has a plan to achieve your goals.
At Binbrook Finance, we understand your financial goals and can ensure they align with your values for environmental and social responsibility.
of investors genuinely want to align their money with their value for environmental responsibility.
But Only
of investment advisors focus on environmental and socially responsible investments.
Combine that with
Pillars of Wealth Management to use your wealth influence to advance your values.
At Binbrook Finance, founder, Brett Harrington combines years of financial skills with his life-long passion for the environment right here in Hannan.
Values-aligned investing is our core strategy.
*Source: Desjardins SOM Investor Web Survey, held from November 25 to December 14, 2020, Lead the way RI Certification Program, Desjardins Webinar, November 2021
Brett Harrington began as an investment advisor in 1993. He loves helping people, professionally and personally. From moderating Facebook groups, coaching soccer, and track and field, to running websites and helping the local high school, Brett’s heart for service is evident.
An avid lover of the outdoors, he has always been involved in nature through hiking, biking, and bird watching. in 2005, the Glanbrook Conservation Committee approached Brett to get involved in their efforts.
Spending quality time trailblazing with his two sons is priceless. “I enjoy being outside and teaching the next generation how important it is to build and maintain trails, etc,” says Brett.
Brett has used his expertise in the area of finance to bring the two worlds together. His love for nature and financial expertise come together in his consulting and teaching. It is his goal to create an education movement of people who understand the need to influence pension funds and investment responsibility.
We focus on the Four Pillars of Wealth Management
We help you become your own CEO of You Inc.
Using the Four Pillars of Wealth Management as a foundation, we help you to become your own CEO by walking you through the process – from goal setting to the finished plan. Like a quarterback, we can act as your CFO, to get all the financial players on your team working from the same playbook to execute your wealth strategy.
We provide educational opportunities
We support you with tools to make better decisions
Planning for the future is all about perspective. We’ve curated a process to help you understand the basics of securing your financial future with resources and tools to support you throughout your journey.
Clients receive access to the iA Private Wealth Client Portal.
Never worry about losing a document again. With personal access to the “The Client Portal”, you have more control, clarity, and confidence in your financial decisions. “The Client Portal” provides live access to your investments when you need them.
Our clients choose to invest in a manner that aligns with their values.
Whether you are an individual, a business owner, or both, your wealth will make a positive impact.
Be the first to get Brett’s ESG Advisor News, with his latest articles and information about upcoming webinars. Environmental and Socially Responsible Investment Solutions.
Relationships are the heart of our business. Tell us about your goals and plans.
We'll find out if we are a good fit to work together.
Our business is built on trust.
This is where we'll dig into your goals and financial needs. We'll hammer out a plan and commit it to paper. Your high-level strategy will be available to share with all parties on your financial team as you deem necessary.
With your strategies in place, you can be confident that your wealth influence is positively impacting the world. Your values are matched to your financial plan giving you peace of mind.
Having goals and values incongruent with your financial and investment planning is leading you down the wrong path. Stay ahead of the curve in the ever-changing world of finance.
No matter what your level of investment experience, you will come out with a better understanding of the 4 Pillars of Wealth Management and will have a financial strategy that fulfills your core values. Your money will be put to work in ways that are environmentally and socially responsible.
Peace of mind, making a difference in the environment, and aligning your personal and business decisions will be financially rewarding.
ESG stands for Environmental, Social and Governance. Investors and decision makers are using these non-financial indicators more and more to analyse risks and to identify growth opportunities.
RI is short form a lot of different things (like RI, Rhode Island or RI, Residual Income) for our purposes as investors we use RI to describe Responsible Investing. RI is the consideration of environmental, social and governance factors when considering investments.
[January 2021]
iA Wealth, the wealth management division of iA Financial Group, announced the launch of iA Private Wealth, a new brand identity that replaces the iA Securities and HollisWealth brands and unifies iA Wealth’s IIROC1 wealth management business.
As part of this change, iA Wealth’s capital markets division, formerly operating under the iA Securities brand, will now be known as iA Capital Markets.
iA Private Wealth
A nationwide network of over 500 independent, entrepreneurial Investment Advisor and Portfolio Manager teams, iA Private Wealth is defined by its unwavering commitment to helping Canadian individuals, families and business owners achieve their financial goals through comprehensive, tailored wealth planning solutions. With over $40 billion in assets under administration, iA Private Wealth is the partner of choice for discerning investors across Canada.
“Our new name better reflects our place in the market and the highly personalized, holistic approach to wealth management our advisors take with each of their clients. It also highlights the strength, stability and trust that our parent company, iA Financial Group, has built over more than 125 years of serving the financial needs of Canadians,” said Sean O’Brien, Executive Vice President, iA Wealth. “Importantly, the unification of our IIROC business under the iA Private Wealth brand allows us to drive a more efficient, collaborative and aligned culture across our wealth division, further enhancing our ability to attract and support the most respected and accomplished advisor teams in the country.”
SOURCE: https://ia.ca/newsroom/2021/january/ia-wealth-launches-ia-private-wealth-and-ia-capital-markets-brands
To learn more, visit iaprivatewealth.ca.
The client portal is a great way for us to communicate back and forth securely and with confidence. Never worry about losing a document again. With personal access to the “The Client Portal”, you have more control, clarity, and confidence in your financial decisions. “The Client Portal” provides live access to your investments when you need them. To learn more about the required information needed in the registration process, please refer to this quick access guide.
Socially responsible investing (SRI) can make a difference in our lives, our society and our environment, without compromising on performance!
It is possible to invest in companies that respect your values and whose work helps to build a sustainable world for you and your family. SRI funds have to meet specific investment criteria that:
Contact Brett Harrington at Binbrook Finance to discuss SRI solutions for your financial goals, your retirement, your children’s studies and more. A perfect balance between your values and your financial goals, whatever your budget!
We love planners. And whatever you are thinking about for your future we have a calculator for that!
See (Try) all of our calculators here!
Then contact Brett – We would love to discuss your investment needs and will build a custom plan just for you, your family or your business.
You Can Achieve Your Financial Goals AND Help Improve Society and the Environment Making a Positive Impact with your wealth is all about achieving your
Getting Started With a Glossary of Financial Acronyms and Terms You Should Know in 2022 ESG ESG refers to the environmental, social, and governance practices
When investing, it is critical to follow the flow of money In 2020, green investments rose to $35.3-trillion U.S. amongst the world’s five biggest financial
2305 Golf Club Road,
Hannon,
ON L0R 1P0
brett.harrington@iaprivatewealth.ca
905-536-3606
Be the first to get our ESG News and Updates. We would like to stay in touch.
DISCLAIMER: iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
*Insurance products are provided through iA Private Wealth Insurance which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
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