Chief Investment Strategist
About.
Jeffrey Adams joined the firm in October 2019 and is Vancity Investment Management’s Chief Investment Strategist, Director, and Portfolio Manager. Jeff oversees the day-to-day operations of the organization as well as strategic decisions. He has a leadership role in the investment strategy, asset allocation, and portfolio construction of Vancity Investment Management’s investment mandates and is the portfolio manager of our Pooled Funds and IA Clarington Inhance SRI Funds and Portfolios. Prior to joining Vancity Investment Management, he was a director and portfolio manager at one of Canada’s fastest growing investment companies. Jeff earned his Bachelor of Economics degree from University of Calgary and holds the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM®), and Responsible Investment Specialist (RIS) designations.
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.