Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

PODCAST

Hot Topic: Geoffrey Pegg on the Key Pillars of Corporate Social Responsibility

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PostedAugust 13, 2020

Episode Summary

Host Ron Haik, Senior Financial Advisor and Ontario Regional Manager at Nicola Wealth, is joined by Geoffrey Pegg, Director of Sustainability, Utilities and Energy Management at TELUS.

Geoff shares how he began his career within the industry and how it has evolved over the years, how companies can have a greater impact with their sustainability efforts, and his thoughts on what responsibilities corporations hold with regards to working towards sustainability.

Geoff also gives advice for those looking to make a career in this fast-growing sector, how he sees corporate social responsibility and sustainability initiatives headed in the future and his suggestions on how corporations can face the current challenges and constraints in the sustainability sector.



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The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.


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Guest Bio


Geoffrey Pegg

Geoff is the Director of Sustainability, Utilities & Energy Management with TELUS. After ten years in various customer experience and operations roles with TELUS both locally and internationally, Geoff has led TELUS’ sustainability strategy for the past seven years.

Highlights include producing six award-winning GRI sustainability reports, creating TELUS’ innovative National Sustainability Council, establishing TELUS’ long-term climate change and waste diversion goals and targets and initiating TELUS’ leading practice of linking executive and team member pay to sustainability objectives.

In 2018, Geoff was honoured as a member of the Clean 16 for leadership in sustainable development and clean capitalism in Canada.



About The Host - Ron Haik

Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.

For his full bio, visit: nicolawealth.local/our-team/ron-haik



Disclaimer

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.