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Can You Invest According to Your Values and Still Get Great Returns? 🌱📈

Many Canadians assume that investing according to their values means sacrificing returns, or that it guarantees outperformance because “good companies do better.” The truth is, neither extreme is always right.

I’m Quinton Chambers, Chartered Investment Manager, financial planner, and wealth advisor. Over the past decade, I’ve helped Canadian families and business owners align their investments with causes and companies that matter most to them, without losing sight of performance, diversification, or long-term goals.

In this video, you’ll learn:

What values-based investing really means (and what it’s not)
The myths that could cost you performance
How to spot “greenwashed” or misaligned investments
When values-based portfolios outperform, and when they lag
My 5-step process for building a low-cost, diversified, values-aligned portfolio

📊 Referenced Insights & Sources:
Portfolios emphasizing strong governance and risk controls have shown competitive or superior returns in multiple studies (Friede, Busch & Bassen, Journal of Sustainable Finance & Investment, 2015).
ESG indexes can underperform in years when excluded sectors outperform — for example, traditional energy-heavy indexes outperformed many ESG counterparts in 2022 (Morningstar, Sustainable Funds U.S. Landscape Report, 2023).
“Greenwashing” remains a risk, with as many as 42% of ESG-labelled funds not meeting their stated criteria (Morningstar, 2021).
Integration rather than exclusion is often most effective — combining evidence-based investing with values screens can help maintain diversification and cost efficiency (MSCI ESG Research, 2022).

✅ Takeaway:
You shouldn’t have to choose between investing wisely and investing meaningfully. With the right approach, your portfolio can reflect both your beliefs and your bottom line.
📌 If you’ve ever wondered whether your investments truly reflect what you care about, I help clients across Canada build values-aligned, evidence-based portfolios designed for long-term success.

🔔 Watch until the end to learn how to:
Define your personal investment values
Audit your current holdings for alignment
Build a portfolio that balances ethics, diversification, and growth

👍 Like this video, subscribe for more clarity in investing, and comment if you want me to cover the top red flags in “values-based” funds in a future video.

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