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.
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 InvestingNovember 2019
- IA Clarington Inhance Balanced SRI Portfolio
- IA Clarington Inhance Canadian Equity SRI Class
- IA Clarington Inhance Conservative SRI Portfolio
- IA Clarington Inhance Global Equity SRI Class
- IA Clarington Inhance Growth SRI Portfolio
- IA Clarington Inhance Monthly Income SRI Fund
- IA Clarington Inhance Monthly Income SRI GIF