Vancity/Credential Securities Inc.
Hastings community branch:
2510 East Hastings Street
Burnaby Heights community branch:
4302 Hastings Street
As an Investment Advisor at Vancity Credit Union, I offer my members a holistic approach to wealth management, which includes financial planning, a full range of investment option, and a discussion about socially responsible investing (SRI). I have been a longtime advocate for SRI and will continue to be in the future. I realize SRI is not for everyone, but as a proud father of two, I not only see SRI as a great way in invest in our children’s future, but also as a great way to reduce investment risk in my member’s portfolios.
Engaging companies through environmental, social, and governance issues (ESG) works to enhance returns in the long term. This screening also helps protect shareholder value by investing in sustainable companies, which avoids new risks, incidents, or policy developments. Moreover, my members have stated they want to make “good money” not only for their personal returns but for their local communities as well.
I have more than 15 years’ experience in the financial services industry and have advised all my members that his is my “career role” – this is the only thing I have ever done, and the only thing I will ever do going forward. Regardless of whether or not my members believe in SRI, I am committed to always doing what is best for them and their unique financial circumstances.
Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.