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Creating A Profitable Personal Values-Based Portfolio


          Ron
        Robins
          MBA

       Founder
      & Analyst

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Media Coverage of
Investing for the Soul

 

  • Wall Street Journal
  • MarketWatch
  • BNN (Business News Network)
  • The Financial Post
  • Rogers Television's Money Line
  • CBC One's Metro Morning
  • 680 News Radio
  • Environmental News Network
  • The Catholic Register
  • More...


The Web This Site

Editorials

 

Shareholder Values

 
"Almost three-quarters of investors (74 percent) would be more likely to work with an advisor who could give them competitive investment returns from investments that also made a positive impact on society and 65 percent of investors would be more likely to stay with an advisor who could discuss responsible investing with them."
--
TIAA Global Asset
    Management
(USA)
    May 2016

"92% of Canadians say that it's important to choose investments that are aligned with their values. By contrast, only 14% of advisors raised the topic of RI [responsible investing] with their clients."
--
Deb Abbey referring
    to 2014 NEI study
    Investment
    Executive
   
(Canada) April 2015

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
--
Acquisition
    International
   
(UK) June 2015

 

Workshops & Seminars: Money-Back Guarantee
Terms, Conditions & Refund Procedure

At Investing for the Soul, we do everything possible to ensure participants a fully satisfying and rewarding workshop experience. Hence, we offer a money-back guarantee, subject to the terms, conditions and refund procedure as outlined below.

Terms & Conditions

A workshop participant (hereinafter referred to as ‘participant’) may claim a full refund of fees paid providing the following conditions are met.

1) The participant’s payment to Ron Robins or Investing for the Soul has been deposited and cleared into our bank account.

2) That the participant attended all required sessions, both arriving on time and not departing before the end of all workshop sessions, and that they did not cause discomfort or difficulties for other workshop participants, or interfere with the conduct of the workshop generally.

3) That the participant did not extend time allotted for breaks beyond the stated scheduled time allowed for such breaks.

Refund Procedure

4) That Ron Robins receives the refund request by mail (only), dated and signed by the participant, within 7 days of the end of the workshop. Letter must state:

  • a) Participant’s name, address, telephone number and e-mail address (optional).

  • b) Full dates, times and location of workshop.

  • c) Name and address to whom refund cheque is payable.

  • d) That they attended all relevant sessions, and met the conditions as setout in points 2) and 3) above.

  • e) That the knowledge and information gained in the workshop will not benefit their investment decisions now, or at any time in the future.

5) A refund cheque for the full workshop fee – less an amount for meals, if so included in workshop fee - will be mailed to participant within 21 days upon receipt of refund request letter.

Please note:

6. No refund requests can be entertained either during or at end of workshop. Refund requests must follow above procedure.

7. Above terms, conditions and refund procedure are subject to change without notice.

Cancellation/Refund Policies

 
1. Cancellation by registrant. If cancelled prior to workshop date, you may receive credit towards a future workshop, or receive a refund cheque, by mail, of the amount you paid (and cleared in our account) less a $10 cancellation fee and an amount for meals, if any, that we might be liable for. There is no refund if cancellation occurs on day of workshop.

2. Cancellation by Investing for the Soul. If cancelled prior to workshop date, you may receive credit towards a future workshop, or receive a refund cheque, by mail, of the amount you paid (and cleared in our account). Please note that we cannot accept liability for any travel, accommodation or other costs that a potential workshop participant might incur due to our cancellation.

If a workshop has to be postponed due to inclement weather or circumstances beyond our control, it is up to our discretion as to whether or not refunds are issued.

A refund cheque, due to a cancellation, will be mailed to a prospective participant within 21 days after the workshop date.

We withhold the right to decline the registration and/or attendance of anyone at a workshop.

Also, we reserve the right to change course locations, schedules, fees and workshop leader/facilitator where necessary.

 

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Disclaimer: This website does not make investment recommendations. Nothing in this site should be interpreted as a recommendation or solicitation to buy/sell any securities or investments. Investing for the Soul is a source of general information and resources for spiritual investing, ethical investing, and socially responsible investing (SRI). Investors should consider their actions thoroughly and consult their financial advisers and other professionals, prior to taking any investment action. This website does not necessarily agree with the opinions expressed in articles on its pages or offered on the web pages to which it might be linked. Such opinions are the responsibility of the writers themselves. Furthermore, this site does not offer or provide any warranties, representations, guarantees, implied or otherwise, as to the accuracy, legality, copyright compliance, timeliness or usefulness of the information, materials or services on this, or other sites, to which it is linked. Also, Mr. Ron Robins is not an investment advisor, nor is he licensed with any professional investment related body, and thus is not able to, nor does he make, any investment recommendations.

 

Investing for the Soul is a registered business name in the Province of Ontario, Canada.

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