Fritz and Nesbitt Financial

Happy Retirement Wishes to Fritz Steigmeier!

After a successful and noble career spanning over 40 years, as of April 1st Fritz has officially retired!

To ensure continued financial guidance and support to Fritz’s clients, effective April 1, 2024, Fritz Financial Planning will become part of Nesbitt Financial Strategies Inc., giving client’s access to an entire team of local, trustworthy professionals.

“Thank-you again for the trust and confidence you placed in me over the years. I wish happiness and prosperity to all of you in the future. Warm regards” - Fritz

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Investing Into the Future

Socially Responsible Investing (SRI) is literally changing the investment management industry. It goes well beyond a product or service; it is imbedded in our professional behaviors.

Institutional Investors are paying more attention to Environmental, Social and Governance (ESG) factors to analyze the conduct of the companies in which they place capital. As ESG accelerates in demand, several key trends have emerged. From climate change to social unrest, the pressure continues on financial systems to move towards more integrated sustainable investing frameworks. Interestingly and important to note. It is not a new trend. It’s been part of the conversation for a while now, and it is an accepted fact that investment returns do not need to be sacrificed for environmental or social benefit. While COIVD 19 may well be a turning point for ESG Investing, as society alters its values, regardless of the length or outcome of the current challenges, the ESG conversation is here to stay. And that’s a good thing!

There is no “one size fits all” approach when it comes to responsible investing. 

The most prominent strategies include positive/negative screening, ESG integration, thematic ESG investing, shareholder engagement, and impact investing. Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return. It’s like philanthropy meets investing. A common misconception is that one must give up potential returns in order to invest responsibly. This is just not the case. It is important to know that you have choice, and lots of it, when it comes to RI.  At Nesbitt Financial Strategies, both Krysta and Jonathan are Responsible Investment Specialists (RIS), which means we have the knowledge, education and passion to support you in building your portfolio to include investments that are creating positive change in our world.