Investment services

Different people have different needs when it comes to investing. Some prefer to manage their own investments, some like a little guidance from time to time, and others require ongoing, dedicated service to help them manage extensive portfolios.

At Vancity, we offer services to suit every preference, every knowledge level, and every stage of life. Whether you’re inexperienced or an expert, earning your first paycheque or nearing retirement, and whether you have $500 or $5 million to invest, we’ll give you the tools, resources, and expert advice you need to reach your financial goals sooner.

Our wealth management professionals

Reach your financial goals faster with expert advice from one of our wealth management professionals. Find out what types of services we offer for any size of investment and every stage of life.

Discretionary investment management

For individuals or organizations with investments totaling more than $500,000, Vancity Investment Management offers dedicated portfolio management services to help you meet specific financial objectives.  

Online trading and investing

If you want the freedom to manage your own portfolio, you can access premium online trading tools to buy and sell Canadian and US stocks, mutual funds, options, and fixed-income investments*.

Socially responsible investing

A good investment should grow your wealth while making the world a better place. Learn how to build a strong portfolio that supports socially and environmentally responsible businesses.

The Vancity difference

By investing in companies and initiatives that strengthen the resilience, sustainability, and diversity of our whole community, we’re creating greater wealth and wellness for everyone.

Book an appointment

Looking for personalized advice on your investment options? Book an appointment for an in-person or telephone consultation with one of our wealth management professionals.

*Please read the Credential disclosure and mutual funds disclaimer.
*Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.



Effective April 2024, Credential Securities and Credential Asset Management will merge under the new name Aviso Wealth.