Our team

Our team of registered professional portfolio managers has more than 100 years of combined investment management experience.


Allan Pankratz, CFA, Vice President & Portfolio Manager

Allan has overall responsibility for investment management and client service at VCIM. He heads the fixed income team and is a member of the equity and asset-mix strategy teams.

He has more than 20 years of experience in the investment industry. Prior to joining VCIM, he provided discretionary investment management services at a major chartered bank.

Allan has a bachelorís degree in economics. He also holds a Chartered Financial Analyst designation and is a member in good standing of both the CFA Institute and CFA Vancouver. Allan is a registered portfolio manager with the British Columbia Securities Commission.


Duncan McCrindell, CFA, Senior Portfolio Manager

Duncan heads our equity team, is a member of the fixed income and asset-mix strategy teams and has responsibility for client service and portfolio management.

He has more than 29 years of experience in the investment and financial services industry. Before joining VCIM, he was a portfolio manager and equities analyst for a major chartered bankís mutual fund and private client investment management subsidiary. He was also the senior equities analyst for a large corporate pension plan.

Duncan has a bachelorís degree in commerce and a masterís degree in economics. He has also obtained the Chartered Financial Analyst designation and is a member in good standing of both the CFA Institute and CFA Vancouver. In addition, he holds the Canadian Investment Manager designation and is a registered portfolio manager with the British Columbia Securities Commission.


Douglas Pronovost, CFA, Portfolio Manager

Doug is responsible for client service, business development and portfolio management and is a member of the equity, fixed income and asset-mix strategy teams.

He has 28 years of experience in the investment industry. Prior to joining VCIM, he provided discretionary investment management services at a major chartered bank.

Doug has a bachelor's degree in business administration. He also holds a Chartered Financial Analyst designation and is a member in good standing of both the CFA Institute and CFA Vancouver. He is a registered portfolio manager with the British Columbia Securities Commission and holds the Canadian Investment Manager and Certified Financial Planner designations. In addition, he has a Personal Trust Specialist designation from the Trust Institute.


Howard Cadinha, Jr., Portfolio Manager

Howard is head of trading systems at VCIM and is a member of the equity, fixed income and asset-mix strategy teams. Howard is responsible for portfolio management and client service.

He has 22 years of experience in discretionary investment management. Before joining VCIM, he was a research analyst at a private investment management firm.

Howard has his professional financial planning certificate and has completed courses in Canadian securities and life, disability, property and casualty insurance. Howard is a registered portfolio manager with the British Columbia Securities Commission.


Alan Lee, CFP, Portfolio Manager

Alan is responsible for Vancity member-based business development and marketing.

He has 18 years of experience in the investment industry. Before joining VCIM, he was a financial services advisor with Vancity.

Alan has a diploma in financial management and financial planning, holds the Certified Financial Planner designation, has completed the Canadian Securities Course and is enrolled in the Canadian Investment Manager Program. Alan is a registered portfolio manager with the British Columbia Securities Commission.


Rakesh Mehta, CFA, Portfolio Manager

Rakesh is responsible for member-based business development and marketing.

He has 15 years of experience in the financial services industry. Before joining VCIM, Rakesh held a number of positions within Vancity, both in the lending and investment areas.

Rakesh has a bachelor's degree in business administration and has completed the Canadian Securities Course and is a registered portfolio manager with the British Columbia Securities Commission. He also holds a Chartered Financial Analyst designation and is a member in good standing of both the CFA Institute and CFA Vancouver.


Kim Ly, Investment Management Consultant

Kim is responsible for Vancity member-based business development and marketing.

His experience in the financial services industry reaches back over 15 years. He has held various management level roles with some of Canadaís largest financial institutions, including one of the countryís leading Socially Responsible Investment firms.

Kim holds a bachelor of economic from the University of Western Ontario, along with various other industry courses.

 

Mutual Fund Sub-Advisory

This team provides portfolio management services to the IA Clarington Inhance SRI funds. The team selects investments for SRI funds by integrating financial analysis with environmental, social and governance analysis, and it uses the tools of shareholder engagement to encourage sustainability.


Andrew M. Simpson, CFA, Senior Portfolio Manager

Andrew manages the IAC Inhance Global Equity Fund and brings over 15 years analytical and portfolio management experience to the team.

Prior to joining VCIM, Andrew established his career as a member of the global equity team at one of Canada's leading investment management firms. He then broadened his international experience overseas as an equity analyst based in London, England. Andrew then returned to Canada as a portfolio manager and Canadian investment committee member of global wealth management firm.

Andrew has a bachelor's degree in economics. He holds the Chartered Financial Analyst designation and is a member in good standing of  the CFA Institute.


Dermot Foley, CIM, Manager ESG Analysis

Dermot is responsible for analyzing the environmental, social and governance (ESG) policies and practices of companies held in the mutual fund sub-advisory portfolios and encouraging those companies to manage emerging ESG risks.

He has more than 20 years of experience in social and environmental advocacy, research and policy analysis. Prior to joining VCIM, he was the senior policy analyst on climate change for one of Canada's leading environmental organizations. In this capacity he focused on economically sound solutions and energy efficiency.

Dermot holds a Chartered Financial Analyst designation and is a member in good standing of both the CFA Institute and CFA Vancouver. Dermot also holds the Canadian Investment Manager designation.


Kelly Hirsch, ESG Analyst

Kelly is responsible for environmental, social, governance (ESG) analysis of the policies and practices of companies held in VCIM portfolios.

Prior to joining VCIM, Kelly worked in a variety of roles in retail banking. She acquired significant exposure to the day-to-day challenges facing local businesses aiming to improve their environmental and social performance. Through her educational background, she has extensive experience in policy analysis with a focus on resource management and the effectiveness of CSR initiatives in addressing environmental and social issues.

Kelly holds a bachelor of environmental science from the University of Guelph and a diploma in accounting from the University of British Columbia. She is also certified as a Responsible Investment Specialist (RIS) with the Responsible Investment Association.