A bonus for you and the planet.

Get a bonus of up to $3,000 when you invest responsibly.1

Offer ends March 31, 2024. Conditions apply.1

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How to get your bonus.

1

Meet with us

Book a phone appointment with a wealth professional.

2

Invest $5,000 or more

Transfer funds into an eligible account by March 31, 2024. Only eligible with new deposits.¹

3

Receive your bonus

We'll deposit your bonus by November 29, 2024.1

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Bonuses.

New Assets

Bonus Earned

$5,000 - $19,999

$150

$20,000 - $69,999

$300

$70,000 - $199,999

$500

$200,000 - $999,999

$2000

$1,000,000 and above

$3000

What's Socially Responsible Investing?

It's responsible, planet-friendly investing.

Socially responsible investing is an approach that aims to choose 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 $5,000 or more, and you'll receive a bonus deposit of at least $150.

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