EthicInvest - Courtenay, British Columbia

Tania F.

I can't speak highly enough about my recent experience working with Joss as my financial advisor. He took the time to fully listen and understand my financial situation and goals, and his approach was not only professional and practical, but deeply empathic and understanding. Joss provided clear, actionable advice that was tailored to my needs and helped me see the bigger picture of my financial future with clarity and confidence, making my budgeting process much less daunting. What I appreciated the most was his level of honesty and authenticity and his ability to balance professionalism with a down-to-earth, real approach. His expertise in financial planning was evident throughout our interactions, and I appreciated his ability to explain complex financial concepts in a way that was easy for me to understand. Throughout our sessions, I felt Joss was there for me, not just as a financial advisor, but as someone who genuinely cared about my financial success. Joss has made a significant impact on my financial outlook, and I'm so grateful for his support. If you're looking for a financial advisor who is not only knowledgeable but also truly invested in helping you achieve your financial goals, look no further, Joss & EthicInvest are the way to go.

Ellie A.

If you’re looking for someone you can truly trust with your investments, Joss is your go-to guy. He’s not just about numbers; he genuinely cares about what’s important to you and tailors everything to fit your needs—no cookie-cutter strategies like you'd find at the big banks. Investing with Joss feels like you’re teaming up with a friend who’s as invested in your financial goals as you are. Truly a breath of fresh air in the financial world!

Oscar @. ?.

Joss exemplifies a vision where investments not only grow portfolios but also contribute to a more sustainable future. His dedication to helping clients make informed financial decisions that align with values shows that it’s possible to achieve both financial success and a positive impact on the world (who wouldn't want that?). He just genuinely cares, which in all - makes working with Joss very pleasurable.

Reeghan C.

Joss has made my investing experience feel grounded, informed, and stress-free. He explains things in detail and takes care to fill in any gaps in my understanding. I can’t recommend Joss enough to anyone looking for a kind and knowledgeable advisor.

Sandra J.

After doing a ton of research and being a little nervous to working with a portfolio manager, I was delighted to be referred to Joss Biggins by a close friend who is also a client. I was blown away by his level of care, his honesty and transparency about their investment process, fees, portfolio management and ongoing support. I was impressed by his professionalism and the firm’s values and ethical investing model and am very happy with my choice to work with them. I highly recommend to anyone new or seasoned investors, as I really felt they listened to my needs, and executed it seamlessly.

Brenda S. L.

Joss is a rare find in the Financial world. I have referred some of my clients to him and they have raved at the support, education, emotional intelligence and financial savvy that he brings. It's amazing when someone really understands what Ethical really means.

Working with Joss as a colleague has been both inspiring and refreshing. He is a consummate student and and insightful teacher. I look forward to having him as one of my most respected referrals moving forward.

Jehnn A. B.

I think what people need to understand from a Google review is bringing legitimacy to what they read online from another human. So, after working with EthicInvest (Joss Biggins specially) I understand that I don’t have to compromise my values to be able to fully participate in investing or be in the stock market. I wanted to be able to #1 not have to think about my investments and #2 be educated as far as I needed to be because while I don’t want to manage my investments I do want to be financially literate and #3 trust the person/firm managing my money. I was able to accomplish all three of those goals with them ☺️

Pablo M.

I've been with Ethic Invest a year and a half and I wish I had known about them years ago. I finally feel good about where my money is invested and the people I am working with. I feel Tony and Joss provide good guidance. Although my investment portfolio isn't very large, I always get 5-star service from them, answering my emails promptly and actually taking initiative to touch base once in a while if they haven't heard from me. I didn't get anywhere near this service with my old [name of big investment firm] account. And although no investment professional can guarantee numbers, I've been very pleased with the returns thus far. I can't say enough good things about this business.