Adding Sustainability into Financial Planning: Interview with Serge Robichaud, New Brunswick Financial Advisor

ESG Investing in Canada

ESG

Investors worldwide are paying more attention to incentivizing sustainable habits. Environmental, Social and Governance (ESG) investing is booming, seeing a 456% growth between 2005 and 2020. The focus is on matching investments with values like caring for the environment, fairness in society, and good business management. ESG investing is changing how individuals and businesses build their portfolios. Financial advisors play an important role in guiding clients through these changes so they can create a financial plan aligning with both their values and financial goals.

ESG investing means thinking about environmental, social and governance factors when making investment decisions. Environmental factors include how a company tackles climate change or uses natural resources. Social factors check a company’s effect on human rights, worker treatment and community interaction. Governance factors look at leadership, openness and shareholder rights.

This approach is growing for many reasons, with investors wanting their investments to mirror their ethical beliefs. Serge Robichaud, a trusted financial advisor in New Brunswick, says, “Investors care about more than just making money—they want their investments to fit their values and support a more sustainable world.”

In New Brunswick, where local companies pay more attention to their environmental and social duties, ESG investing is timely and significant for many clients. With global discussions on climate change, open business practices, and social justice, local investors are finding ways to let their portfolios show these global concerns.

The growth of ESG-focused companies, like those in green energy, smart farming, and technology, is opening doors for investments in New Brunswick. As interest in ESG investments grows, businesses that focus on sustainability are likely to experience long-lasting growth.

For financial advisors, ESG investing offers both an opportunity and a challenge. The important part is knowing how to blend these factors into a varied portfolio that reflects a client’s financial goals while staying true to their values.

“ESG investing isn’t simply about picking ‘green’ stocks—it’s about taking a full approach that examines the long-term financial performance of companies and their environmental and social impact,” Serge explains. “As a financial advisor, my task is to help clients choose wisely, balancing ethical concerns with financial goals.”

Serge collaborates with clients in New Brunswick to form financial plans that follow ESG principles. Clients aim to invest in companies promoting green energy or those with strong diversity and good practices. Serge provides specific advice to help them find social and financial success.

Using ESG factors in financial plans can offer many benefits for clients. ESG investments often match a growing wish to make the world a better place. There is also a solid financial reason for ESG investing, with more than half of ESG investments outperforming the broader market. This trend attracts clients in New Brunswick who seek to secure their future financially while supporting important causes.

While ESG investing brings many prospects, it also has challenges for investors and advisors to manage. One major challenge is the lack of standard measures for judging ESG factors, which can make it hard to judge if companies are truly sustainable.

Serge Robichaud stays current with the latest ESG investing trends, working closely with clients to keep them informed and confident in their choices. By doing detailed research and using insights from ESG-focused funds and platforms, Serge assists clients in navigating this changing field.

As ESG investing continues becoming more popular, financial advisors like Serge Robichaud are indispensable in helping clients mix sustainability with investment plans. For New Brunswick residents, it provides a special opportunity to grow wealth while supporting meaningful causes.

“ESG investing is more than a trend—it’s the future of finance,” Serge concludes. “By linking financial goals with values, investors can have a meaningful impact and succeed in a world that’s becoming more sustainable.”