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Introduction to Responsible Investing
We are excited to invite you to an exclusive webinar presented in partnership with Entegra Credit Union and NEI Investments, Canada’s leading provider of Responsible Investing solutions. Please join us for an informative sessions on how the investment landscape is changing and there are new, innovative ways to grow your wealth that align with your values.

Oct 6, 2021 07:00 PM in Central Time (US and Canada)

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Speakers

Aimee Palmer
Vice President, Sales @ NEI @Aviso Wealth
Aimee joined NEI Investments and Aviso Wealth in March 2020 as Vice President, Sales. She brings more than 13 years experience in client relations, business ownership, senior leadership and marketing in different sectors. Aimee is also the Co-chair of the Women in Capital Markets Prairies Chapter covering Saskatchewan and Manitoba, she is committed to furthering the development and support for women in finance. She is a Responsible Investing Specialist and currently working on her Chartered Investment Manager designation. In her role at Aviso Wealth, Aimee partners with advisors on building a holistic practice through sustainable investing and the value of it brings to members, stakeholders and the communities we live and work in.
Helder Sousa, PFP, RIS
@Entegra Credit Union
I believe in building member / client relationships for the long term. By guiding members through the states of wealth accumulation, protection and transfer with a plan, I assist them in meeting their financial objectives and closer to reaching their life’s ambitions. I have my Personal Financial Planning (PFP) designation and my Responsible Investment Specialist (RIS) designation allows me to better serve them.
Kevin Tillberg, RIS
@Entegra Credit Union
My clients benefit from my 20+ years of industry experience and my Responsible Investment Specialist (RIS) designation. I focus on helping them build a balanced, purposeful financial strategy through a long-term wealth accumulation and wealth protection plan.