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Vancity Investment Management

VanCity Investment Management Ltd. provides discretionary investment management services designed to meet the specific financial objectives and needs of individuals and organizations.

http://www.vcim.ca/

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Vancity Investment Management | vcim.ca Reviews

https://vcim.ca

VanCity Investment Management Ltd. provides discretionary investment management services designed to meet the specific financial objectives and needs of individuals and organizations.

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1

Vancity Investment Management

https://www.vcim.ca/about

Vancity Investment Management (VCIM) was established in 1984 and is a wholly-owned subsidiary of Vancouver City Savings Credit Union (Vancity). We are a team of registered portfolio managers who provide discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts, First Nation governments and other organizations with more than $500,000 to invest. Follows a disciplined approach. Employs a consistent style. Matches your investment goals. Vancouver BC, V6C 1E5.

2

Vancity Investment Management

https://www.vcim.ca/about/privacy

At Vancity (See definition below) we understand that privacy is a critical issue for all our members. Our privacy code outlines our principles and procedures regarding the privacy, confidentiality and security of member personal information. This code outlines the principles Vancity applies when protecting members' privacy. We believe that ensuring the accuracy, confidentiality, and security of the information we hold about you is more than simply a legal requirement, it is an ethical obligation. This co...

3

Vancity Investment Management

https://www.vcim.ca/about/advantage

Your investments are made in a disciplined manner and are tailored to your specific investment objectives. You can take comfort in the knowledge that your money is professionally managed, freeing you from the worry of trading securities and watching markets. You can speak with one of our portfolio managers about your investments at any time. It all adds up to tax-effective investment flexibility that ensures your money is working hard for you at all times. Disciplined investing, strong performance. Our i...

4

Vancity Investment Management

https://www.vcim.ca/investing

Our goal is to achieve steady long-term investment performance consistent with your financial objectives. We do this by following a disciplined investing approach and by controlling risk through portfolio diversification and asset allocation. Non-profit groups, unions and other organizations, can also benefit from our services. We can help maintain the sustainability and grow your longer-term funds and also allow trustees and board members to spend more time pursuing the organization s primary goals,...

5

Vancity Investment Management

https://www.vcim.ca/about/team

Our team of registered professional portfolio managers has more than 100 years of combined investment management experience. Allan Pankratz, CFA, Vice President and Portfolio Manager. Allan has overall responsibility for investment management and client service at VCIM. He heads the fixed income team and is a member of the equity and asset-mix strategy teams. Duncan McCrindell, CFA, Senior Portfolio Manager. Duncan has a bachelor s degree in commerce and a master s degree in economics. He has also ob...

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Vancity Investment Management

Discretionary investment management specialists. Vancity Investment Management provides discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts and other organizations with more than $500,000 to invest. Our team analyzes, researches and selects the mix of high-quality securities most appropriate for your investment portfolio. Download a copy of our brochure. More than 100 years of combined investment management experience. 900 West Hastings Street.

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