Rohit Kumar is an Associate Portfolio Manager at Vancity Investment Management, bringing over 19 years of extensive experience in the financial services industry. He specializes in holistic financial and retirement planning, investment and risk management, taxation, and multi-asset portfolio advisory. Rohit is dedicated to providing customized wealth management solutions for high-net-worth individuals, families, trusts, and a variety of corporations.
Throughout his career, Rohit has gained expertise in wealth management, having most recently served as an Investment Counsellor and Senior Vice President at BNP Paribas Wealth Management. He began his career as a stockbroker and has since worked with several leading multinational banks before joining Vancity Credit Union.
Rohit is passionate about connecting with people from diverse backgrounds, as each individual’s story and life circumstances are unique. Helping clients achieve their personal and financial goals is incredibly rewarding to him, and it motivates him to craft tailored solutions that align with their specific needs.
Client satisfaction is a key driving force behind his work.
A graduate in commerce with an MBA, Rohit is committed to continuous professional development. Over the past decade, he has earned several prestigious certifications, including CFA, CAIA, FRM, CFP, CSC, RIS, and CFA ESG.
Having joined Vancity Investment Management in 2023, Rohit is eager to continue his professional journey, working closely with clients to understand their financial aspirations and guide them toward financial freedom and peace of mind.
Outside of work, Rohit values a healthy work-life balance. His ideal vacation includes books and a good pair of walking shoes. When he’s not immersed in the world of finance, Rohit enjoys exploring the local food scene and sharing his culinary discoveries on his Instagram feed.”\
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Tel: 236.558.7059
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