Jeffrey joined Vancity Investment Management in October 2019, bringing over 15 years of experience in financial services. He has overall management responsibilities for the firm and is a member of the Investment Committee.

Previously, Jeffrey was a Director and Portfolio Manager at OceanRock Investments. He holds a BA in Economics from the University of Calgary as well as the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Responsible Investment Specialist (RIS) designations.

Jeffrey's philosophy

Our goal is to help Canadians achieve their investment objectives in a way that aligns with their commitment to progressive values. We believe that ESG factors should be an integral part of the security selection process – not an afterthought.

Socially Responsible Investing

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