Our wealth management professionals

Whether you're beginning to save, buying your first home, paying for your child's education, receiving an inheritance, planning for or enjoying retirement, our wealth management professionals will help you make the right choices.

Find a wealth management professional…

A broad range of guidance, for a diverse range of investments

Our wealth management professionals can help guide you in any — or all — of the following areas:

  • Mutual funds* and investments including stocks*, bonds*, and income trusts*;
  • Retirement planning — before and during retirement;
  • Estate planning and trust services;
  • Discretionary investment management;
  • Online investing.

Three types of pros

No matter where you are on life's journey of accumulating and investing money, one of our three types of wealth management professionals will help put your money to work for you.

Wealth Planners

Whether you are just getting started in investing, recently married and combining assets, starting a family and wanting to save for your children's education, or wanting to ensure you are on the right savings path for retirement, Wealth Planners can help you develop a road map to get there.

Wealth Planners:

  • conduct long-term needs analysis, and provide financial advice on areas such as investments, retirement, and estate and tax planning;
  • work to ensure investment and financial needs are met in an efficient, ethical, and cost-effective manner;
  • guide in the investing of mutual funds* from top companies like IA Clarington, Mackenzie Financial, CI Funds and Fidelity;
  • advise on Socially Responsible Investing options;
  • provide an array of Vancity deposit products;
  • monitor your portfolio and consult with you — at your convenience — regularly.

Wealth Advisors

Whether you are about to retire, recently retired, want a second opinion on the investments you have accumulated, or are the recent recipient of an inheritance, a Credential Securities Wealth Advisor can help you sift through decisions that range from the simple to the complex.

Wealth Advisors:

  • create a highly customized suite of services that addresses all of your investment and financial planning needs;
  • actively manage your investments with a focus on long-term results linked to your long-term goals;
  • provide advice and recommendation on personalized investment solutions from  the most comprehensive product line including:
    • socially responsible and tax advantaged investments
    • all stocks, trusts, preferred shares  etc. listed on North American exchanges
    • low cost Exchange Traded Funds (ETFs)
    • fixed income, money market instruments issued by government, agencies and corporations
    • lower cost fee based accounts
    • over 2500 mutual funds from more than 100 fund families
    • access to elite institutional money managers' separately managed accounts
    • most advisors also offer segregated funds and annuities
  • monitor your portfolio and consult with you — at your convenience — regularly;
  • intended to serve members of households with $250,000 to $5,000,000 in investable funds or those requiring individual securities to meet their investment objectives with a minimum of $150,000 to invest.

Portfolio Managers

Do you need highly customized and discretionary portfolio management for your personal investments or business needs? Perhaps you have recently inherited some funds, sold a mortgage-free home and want to live off of the proceeds, or have accumulated savings at several different financial institutions and want to consolidate and simplify the management of your investments? Or, maybe you represent a not-for-profit, union, or religious group that needs to ensure its investments are expertly managed. If so, then an Investment Portfolio Manager at Vancity Investment Management can help.

Portfolio Managers:

  • provide discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts, and other organizations;
  • analyze, research, and select the mix of high-quality securities most appropriate for your investment portfolio;
  • professionally manage your investments, tailored specifically to your objectives;
  • monitor your portfolio and consult with you — at your convenience — regularly;
  • typically set up technical portfolios that are only appropriate for investments of over $500,000 or more.

 

Next steps

For any inquiries that are not Mutual Funds related, please contact
604.877.7000

Prefer to chat with a wealth management professional over the phone? Just give us a call at
604.829.5560