Prior to joining Vancity Investment Management, Jeffrey established his career as a corporate banking analyst for a large international financial institution. Following this, Jeffrey spent five years as a member of a fixed income team for a crown corporation that managed a North American fixed income portfolio of $7 billion. Most recently, he was a portfolio manager at a large B.C.-based investment management firm, where he was responsible for asset allocation and discretionary portfolio management. Jeffrey has a Bachelor of Commerce in Finance from the UBC Sauder School of Business, and holds the Chartered Financial Analyst designation.

 

Socially Responsible Investing

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In the news

Reducing risk through SRI
Wealth Professional, June 2017


Responsible fixed-income investing
Your guide to Responsible Investing, Winter 2017


iA Clarington unveils responsible investing bond fund
Wealth Professional, January 17, 2017