Jeffrey joined Vancity Investment Management Ltd. in 2016, with ten years of investment analysis and portfolio management experience. 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.

2020 Mid-Year Review

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 environmental, social and governance (ESG) factors should be an integral part of the security selection process – not an afterthought.

 

Socially Responsible Investing

November 2019

VideoVidéo

1-3 ofde 1