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Investing for the Soul


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Shareholder Values

"Forty-five percent of U.S. households prefer an environmental, social and governance (ESG) approach to investing… Among those between the ages of 30 and 39, this increases to 64%, and for those younger than 30, it is 67%."
-- Cerulli Associates
    October 2018

"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
    Association (RIA)
    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
(UK) June 2015


For investment professionals and firms--a unique workshop to orient their clients/staff to personal values investing.

Ethical Investing (3 hours)

Finding Investments Reflecting Personal Values

Offered over the web with VOIP or phone. Also available with a live presenter at a location of your choice. Minimum of seven participants.

Purpose: Participants learn how to work with their advisor/broker to find, research and assess investments that reflect their personal values. They discover how to optimize the use of the web, as well as on-line library and broker services. No financial skills required.

Benefits to advisor/investment professional or firm:

  • Clients and staff learn about ethical and personal values values based investing in your environment.

  • Allows you to better understand the personal values of your clients and staff with regard to investments.

  • Offers you a competitive advantage.

  • Clients applying their personal values to investing are more stable and likely to provide more referrals to you.

Benefits to participants:

  • They learn about the benefits of ethical or personal values based investing.
  • Participants create a set of personal values and guidelines that will direct them and their investment advisor towards selecting appropriate, and profitable investments.
  • Gain knowledge of how to use the ’Robins Life-Benefiting Scale.’ The Scale enables users to assess potential investments according to their own personal values.

(Note: No advice or recommendations will be given concerning investments, nor will any investment products be offered for sale. Workshop or webinar is for educational purposes only.)

Workshop Leader/Facilitator: Ron Robins, MBA. Founder and Analyst, Investing for the Soul.

Fees: offered over the web with VOIP or phone--CDN or US$50 per person plus 13% tax (HST). Minimum seven participants. Other fees apply for groups of twenty or more, or where a live presenter is requested. To register and for more information Contact Us.

Typical comments of past workshop participants

"Great workshop! Highly recommend it for both investors and investment advisors alike ... This is the only workshop I know that shows investors how to easily integrate their inner values with investing. The way we learned to quantify those values was terrific."
-- Frank Miotto

"This was the first workshop that I have attended that has provided me with a basis of investing financially for the soul - this is a very timely workshop."
-- Marsha

“It’s always satisfying to find others who successfully put social, ecological and human values into the investing equation. Keep up the good work.”
-- David
     Real Estate
     and Property


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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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