Company Summary

Vancity Investment Management provides discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts and other organizations with more than $500,000 to invest. Our team analyzes, researches and selects the mix of high-quality securities most appropriate for your investment portfolio.

Source: Vancity Investment Management Ltd.

Unique Value Proposition

Customized investment portfolio
Your account is completely segregated, holding only individual securities directly. This enables your portfolio to be fully customized to meet your unique needs and objectives.

We invest in high-quality bonds, stocks and other marketable securities, as opposed to mutual fund units or pooled funds. This allows for greater flexibility and personalization and for optimum tax efficiency, especially between your registered and non-registered portfolios.

Proven value
We offer a low-cost management-fee structure that compares favourably to other investment options. Mutual funds, for example, have average management fees about twice as high.

Our segregated accounts also have certain tax advantages. Fees for non-registered accounts are usually tax deductible. And since your account holds individual securities, it allows for potential deferral of capital gains taxes.
It all adds up to tax-effective investment flexibility that ensures your money is working hard for you at all times.

Disciplined investing, strong performance
Our investment philosophy is based on prudent investment principles. Our goal is to achieve consistent, above-average returns on your investments. We employ a disciplined, quality-oriented approach to investing that has resulted in steady long-term performance for our clients.

The Vancity advantage
As a member of the Vancity family of companies, we support local communities by sharing profits with a variety of social and environmental organizations and with our member-owners.

Source: Vancity Investment Management Ltd.

AUM ($Bil)

Year Founded


Key Personnel

Allan Pankratz, CFA, Vice President & Portfolio Manager
Duncan McCrindell, CFA, Senior Portfolio Manager
Douglas Pronovost, CFA, Portfolio Manager


Vancity Investment Management Ltd.
900 West Hastings Street
Suite 300
Vancouver BC, V6C 1E5

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