Jeffrey Lew

CFA
Portfolio Manager
Vancity Investment Management Ltd.

Jeff-Lew-shoulders-1Jeffrey 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.

Inhance Sustainable Investing Investor Brochure

Funds Managed

IA Clarington Inhance Bond SRI Fund

In the news

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

Read more

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

Read more
"Our approach to responsible investing can be applied to a wide range of asset classes. This can help investors achieve holistic portfolios that are both responsible and profitable."

Videos

 

Socially Responsible Investing