Strategic Partner presentation

Journeys in social responsibility
It’s in the untried that
discoveries are made,
possibilities are realized,
good things are created.
adventures in doing good
early experiences in social responsibility at Starbucks
“If not you, then who?”
from beans to bean counters
5 lessons learned from a local financial cooperative
“Organizations that fail
to start something new
risk becoming
irrelevant.”
1. create a vision and they will
come.
Stay local. Work big. Be more.
1. create a vision and they will come.
2. know what you believe.
▪ succeed together
▪ act local
▪ value all
▪ make common-sense
decisions
▪ create good things
▪ inspire exceptional results
1. create a vision and they will come.
2. know what you believe.
3. investing in good is good for
business.
SRIs to expand
business
SRIs to expand business
SRIs for conscience.
SRIs to expand business
SRIs for conscience.
SRI highlights of our partnership with Qtrade
• OceanRock Assets grew 470 per cent in
the past 12 months
• OceanRock share of business grew from
4 per cent to 22 per cent in same time
frame—nearly ¼ of total mutual fund
assets
• OceanRock share of our entire book grew
from 1 per cent to 6 per cent
1. create a vision and they will come.
2. know what you believe.
3. investing in good is good for business.
4. neighbour helping neighbour can
change the world.
Agricultural roots of farmer helping farmer
Today, neighbour helping global neighbour.
1. create a vision and they will come.
2. know what you believe.
3. investing in good is good for business.
4. neighbour helping neighbour can change the world.
5. leave it better.
more good things starting here
visit us at firstwestcu.ca
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