Ethical standards are not necessarily the norm. When we select an ‘ethical’ company, we grade them according to very specific criteria.
We give passing marks to companies who:
- respect labour laws.
- are committed to social change.
- work to protect the environment.
- produce or support healthy or beneficial products/services.
Companies lose point if they:
- test products on animals.
- manufacture arms.
- produce nuclear energy.
- do not respect labour laws.
- produce alcohol or tobacco products.
- promote gambling.
- are involved with human exploitation.
We have several top ranked ethical
funds. These are our Ethical Top Five:
- Meritas Jantzi Social Index
- Mackenzie long term funds
- Mavrix Sierra Equity
- Ethical Special Equity Fund
- Acuity Social Values Equity fund

Because we market all major ethical and long term funds, you can include competing funds in the same account. Imagine being able to combine the best environmental funds, the Jantzi Social index fund, innovation funds of the highest potential, and Industry leading bond funds. It can happen with SR Invest- we encourage diversification. MRS. Trust (Power Financial) and Laurentian B2B trust are the depository custodians of our registered ethical funds.


