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.

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

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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