In-Branch Professionals

Cheryl Crowe,

B.Comm. (Hons.), RIS

I research and learn about our most pressing social and environmental issues, which in turn lets me provide investment options that align with our members’ values. And so their money can do more, while helping to ensure a secure future for our members and the community.

Many Assiniboine Credit Union members are looking for more from their investments than just a financial return. They also want to make a difference. With a focus on Socially Responsible Investing (SRI), Cheryl can help them. SRI, also known as sustainable, socially conscious, green, or ethical investing, is any investment strategy which seeks to consider both monetary return and social good.

Cheryl can help you with

  • socially responsible investing strategies
  • investment planning
  • retirement planning
  • portfolio monitoring and rebalancing
  • will and estate planning
  • investment strategies for tax advantage

Credentials

  • Bachelor of Commerce, (B.Comm. (Hons.))
  • Responsible Investment Specialist (RIS)
  • AA11000 and the GRI certified programs (two internationally accredited social responsibility standards based in Europe)

Contact

Portage Avenue Branch
3217 Portage Avenue 
204.982.1449
ccrowe@assiniboine.mb.ca

Mutual funds are offered through Credential Asset Management Inc.

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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