Our connection to this incredible place runs deep. We value our environment, our community, and a certain way of life. It’s no surprise, then, that many of us are looking for ways to make our money work for us and for the planet. The good news? The old idea that you have to choose between "doing good" and "doing well" with your investments is becoming a thing of the past.

 

Investing is moving beyond looking at performance as a measure of success, to also include Environmental, Social, and Governance (ESG) factors. This isn't just a niche trend; it's becoming mainstream, with global ESG assets reaching $3.5 trillion in 2024. The numbers are reflecting this: over the past five years, sustainable funds have actually outperformed traditional funds by a median of 4.7% (Morgan Stanley - 2024 Sustainable Funds Performance).

This approach fits our community perfectly. The Blue Mountains has established ambitious climate targets including reducing municipal greenhouse emissions by 40% from 2005 levels by the end of this year and achieving net zero by 2050 (Community Sustainability Plan: The TBM Future Story). To highlight a local business, the Blue Mountain Resort is making big strides, like removing single-use plastics and planting trees (Blue Mountain - Environmental Initiatives). When your investments support companies doing similar things – like reducing their carbon footprint or using renewable energy – you're essentially putting your money where your values are.

 

Selecting ESG investments can be complex, as it requires navigating diverse criteria, evaluating sustainability metrics, and aligning choices with personal values and financial goals. That’s where I come in. My job is to help you find investments that align with your values and financial goals. We'll work together to build a portfolio that not only aims for solid returns but also supports a more sustainable future.

 

Let's chat about how your investments can do well by doing good. It's about making your financial future as vibrant and sustainable as our beautiful community.

 

Fraser Willson, CFP^®, CIM^® | Senior Wealth Advisor | CIBC Wood Gundy | Collingwood | Fraser.Willson@cibc.com | (647) 588-4344 | www.WillsonInvestments.com

 

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. Fraser is an Investment Advisor with CIBC Wood Gundy in Collingwood. The views of Fraser do not necessarily reflect those of CIBC World Markets Inc. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. This commentary is for informational purposes only, and is not a recommendation, an endorsement, or solicitation to buy, hold or sell any security.