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Vancity Discretionary Investment Management

Who we are

As a private investment counsel team of professionals, who have been around since 1995, we take pride to be one of the first wealth management firms in Canada to focus on investments that deliver competitive returns while making a positive impact on the world.

Each individual’s and organization’s (charities, not for profits, labour organizations and First Nations) financial position is unique and deeply valued. With dedicated service from a registered professional and an integrated holistic team approach to managing your financial well-being, we work side by side with you on achieving your goals. The day to day investment decisions are made by an experienced and accessible team, with a philosophy to build your wealth and build a better world.

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  • Pioneers in Environmental, Social and Governance analysis
  • Experienced investment managers
    with a consistent track record
  • Direct relationship with the team of portfolio managers
    who oversee day to day investment decisions
  • Integrated team-based approach to financial well-being
    for estate & financial planning, wealth preservation, tax minimalization, wealth protection and philanthropy
  • Conservative investment philosophy
    emphasizing preservation of capital and steady investment returns
  • Cost-effective and tax efficient fee structure

What we do

  • Wealth preservation
  • Retirement planning
  • Tax minimization
  • Estate planning
  • Financial planning
  • Philanthropy
  • Wealth protection
Responsible Investing

Responsible investing

Our responsible investment process integrates environmental, social and governance analysis with in-depth financial analysis to identify companies having the potential to succeed in world of evolving environmental risk, increased social expectations and changing shareholder demands.

We believe our integrated, responsible investment process adds value with an additional level or risk management and return potential.


Responsible Investing Commitment


Next steps

For any inquiries that are not Mutual Funds related, please contact

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