CFA, CAIA, CIPM, RIS
Associate Portfolio Manager, Equities
Vancity Investment Management Ltd.
Mary has over 10 years of financial industry experience, including six years in discretionary portfolio management at various independent wealth management firms.
She earned her Bachelor of Commerce degree from the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM) and Responsible Investment Specialist (RIS) designations.
"We believe that combining fundamental financial analysis with environmental, social and governance (ESG) screening enables us to identify and mitigate risks that conventional approaches to investing are less likely to discern."
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.
November Webcast Series
CE Credits | Nov. 8, 2022
2022 Mid-Year Review
Reports | Jul. 27, 2022
Timely Insights from Our Sub-Advisors
CE Credits | Jun. 21, 2022
Earth Day Webcast
Webcasts | Apr. 22, 2022
Responsible Investment Opportunities in an Inflationary Environment
CE Credits | Mar. 24, 2022