At the Lacas Advisory Group, we believe that a client's portfolio should reflect not only their financial goals, but the values they want their wealth to support. That's the foundation of responsible investing: an approach that considers environmental, social, and governance (ESG) factors - alongside traditional financial analysis when building and managing a portfolio.

Why It Matter to the Team

Andrew has always believed that being a lifelong learner means looking ahead, not just at the markets, but at how the industry can better serve clients and the broader community. That thinking led him to become one of the first advisors in Atlantic Canada to earn the Responsible Investing Advisor Certification (RIAC) -- a designation that reflects specialized training in ESG analysis, sustainable investment strategies, and how to align a portfolio with a client's personal values without compromising on performance.

What This Looks Like for Our Clients

Responsible investing isn't a single strategy - it's a lens we can apply to however much, or how little, a client wants their values reflected in their portfolio. For some clients, that means screening out certain industries. For others, it means actively seeking out companies with strong governance practices or positive environmental track records. Andrew works with each client individually to understand what matters to them, and takes that into consideration for the systematic process behind every portfolio the Lacas Advisory Group manages.

A Flexible Part of Your Plan

Responsible Investing is one of many tools available to Lacas Advisory Group clients - never a requirement. Whether ESG factors play a significant role in your portfolio or none at all, Andrew builds every plan around what matters most to you. Lets talk about your goals, values, and what your plan should look like.