Rakesh Mehta, CFA CFP

Portfolio Manager

Rakesh provides personalized investment management services for families, individuals, businesses, trusts and not-for-profits groups. By tailoring a customized portfolio of securities, consistent with his clients needs, any special circumstances and their preferences, he is able to help his clients achieve their investment goals and objectives, be it retirement funding or growing a nest egg.  

By working with a smaller client base, he is able to foster long-lasting relationships and provide personalized portfolio options.  Rakesh is supported by a team of industry professionals with respect to investment management, together with financial and estate planning specialists.  

Rakesh has been helping his VCIM members for over 10 years. Prior to that, Rakesh worked within Vancity’s lending and investment areas. He has over 18 years of experience in financial services.

In addition to the Chartered Financial Analyst designation, Rakesh is also a Certified Financial Planner and was awarded a degree in Business Administration from Simon Fraser University.

I’m proud to work for a clear leader in the Socially Responsible Investing space, and the only credit union in Canada to offer investment counsel services.