Gianni provides personalized investment management services for families, individuals, businesses, trusts and not-for-profits groups. Although portfolio management is his core function, Gianni is continually looking for opportunities to engage clients and introduce them to Vancity’s team of experts (Estate Planners, Wealth Protection and Financial & Philanthropic Planners) to ensure that their complete needs are being met while affording them peace of mind.
Gianni joined VCIM in 2018 and brings over 22 years of financial services experience highlighted by 17 years in a Wealth Management role.
In addition to the Canadian Investment Manager designation, Gianni is also a Personal Financial Planner and graduated from the Business Administration and Management program at Capilano University.
My reputation as a trusted advisor was earned by proactively engaging clients and keeping them informed about changing market conditions while ensuring that their current and continually changing wealth needs are being met.