John Kha, CFP, PFP, B.Comm

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Wealth Advisor
Vancity/Credential Securities Inc.

 Vancity-CSI

 

 

 

 

 


Hastings community branch:

2510 East Hastings Street
Vancouver, B.C.
V5K 1Z3

Burnaby Heights community branch:
4302 Hastings Street
Burnaby, B.C.  
V5C 6R6

Tel: 604.709.5838
Email | Website

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.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower