Meet our highly-experienced team of portfolio and investment managers. We're passionate about growth-oriented socially responsible investing for the success of our clients and the planet. By following a unique collaborative framework, we’re able to give your portfolio better exposure through shared resources, industry insights, and an augmented investing experience.
Portfolio managers at Vancity Investment Management are registered as advising representatives with the British Columbia Securities Commission (and other securities commissions when applicable). They collaborate directly with you or your organization to determine a specialized investment strategy and bring their coveted titles and expertise to the table when actively monitoring and managing your account.
Portfolio management consultants work alongside our portfolio managers to build strong and long-lasting client partnerships and help you achieve your investment and financial planning goals.
Our Investment Management Team leads the way in socially responsible investing in Canada. Their expertise lies in building and managing investment portfolio profiles that integrate ESG standards with fundamental analysis.
As managers of the Vancity Investment Management Pooled Funds and subadvisors to the IA Clarington Inhance SRI funds, they lend their experience to your day-to-day investment decisions and shareholder engagement services to help you meet your wealth-building goals.
The Management Team sets the directions and strategies that keep us on the right path with focus-oriented leadership, business development opportunities and compliance support.
While only three simple letters, chartered financial analyst (CFA) and chartered investment manager (CIM) designations represent a high calibre of knowledge and experience in the financial management space. This makes a difference when it comes to complex or high-value portfolios. Supported by exceptional rigorous study, ethical diligence, and continuing education, our domain of expertise is both more vast and deep than other designations in areas such as tax planning, markets, corporate finance, and quantitative methods.
Whether you’re an individual or an association, union, non-profit, foundation, or trust, we’ll help you invest in ways that strengthen your financial future and positively impact your community and the world.
