Episode 15

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Published on:

12th Mar 2024

Episode 15: Investor’s Guide to a Cleaner Economy with Joanna Klimczak

The push towards clean energy provides investment opportunities for investors.  Dial into the insights from Joanna Klimczak of CREO, as we examine the brave new world of sustainable investing. We dive into CREO's bold strategy, targeting an impressive $100 billion impact by 2025, and discuss how asset managers and financial advisors are becoming pivotal in the transition to a cleaner economy. Joanna shares her journey into climate advocacy and underlines the weighty influence of private financing in attaining net-zero ambitions. Joanna shares an exclusive look at the role of family offices in pioneering environmental progress, leveraging their wealth for strategic, impactful investments.

As we discuss the advancements since the Paris Agreement, we focus on Canada's proactive measures toward a sustainable future, from coal phase-outs to electric vehicle innovations. We confront the concerns surrounding Canada's environmental footprint and dissect the economic prospects emerging from this green evolution, juxtaposing new job opportunities against the disruption of traditional fossil fuel sectors. Delving into the mechanisms of transitioning to a clean energy economy, we highlight the critical function of private investors bridging market gaps to hasten this shift. Whether you're a seasoned investor or just dipping your toes into climate-conscious investing, this episode arms you with the knowledge to make a tangible difference through your financial decisions.

Resources mentioned in this episode:
https://www.creosyndicate.org/
https://www.linkedin.com/in/joannaklimczak/

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors


In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.

I have a wealth of resources to help you navigate these challenges:

  • Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
  • While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
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About the Podcast

The Future-Ready Advisor

As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed?

That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that you might also face, and how you can best position your practice for a successful future. 

Whether you're a seasoned advisor looking for new ways to grow your business, or a new advisor just starting out, The Future-Ready Advisor is the perfect resource for you to learn how to differentiate yourself in a crowded marketplace, solve your pain points, and leverage behavioral coaching to take your financial advisory practice to the next level.

Learn more and grab your Behavioral Coaching guide at www.samsivarajan.com/resources.



About your host

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Sam Sivarajan