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          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
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  • More...


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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

"The vast majority of Canadian investors are interested in responsible investments (RI) that incorporate environmental, social and governance (ESG) issues, and they would be more likely to choose responsible investments if their financial advisor suggested suitable RI options for them."
--
Responsible
    Investment
    Association (RIA)
 
  (Canada)
    June 2017

"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, & Tutorials: Money-Back Guarantee
Terms, Conditions & Refund Procedure

Note: Workshops, Seminars, & Tutorials below are referred to as an 'event' or 'events.

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

Terms & Conditions

An event 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 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 event sessions, and that they did not cause discomfort or difficulties for other event participants, or interfere with the conduct of the event 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 or email within 14 days of the end of the event(s). Request must state:

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

  • b) Full dates, times and location of event(s).

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

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

  • e) And state that they believe the knowledge and information gained in the event will not benefit their investment decisions now, or at any time in the future.

5) A refund for the full event fee – less an amount for meals, if so included in the event fee - will be made to the participant within 14 days upon receipt of the refund request.

Please note:

6. No refund requests can be entertained either during or at end of the event. 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 event date, you may receive credit towards a future event, or receive a refund 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 event.

2. Cancellation by Investing for the Soul. If cancelled prior to the event date, you may receive credit towards a future event, or receive a refund 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 event participant might incur due to our cancellation.

If an event 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, due to a cancellation, will be made to a prospective participant within 21 days after the event date.

We withhold the right to decline the registration and/or attendance of anyone to an event.

Also, we reserve the right to change course locations, schedules, fees and event 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 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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