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Those who follow a plan have a net worth that’s 2.7x greater than those who don’t.

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Financial fitness for all ages.

Wherever you're at and wherever you're going, we got you. Find an advisor based on your unique life goals and investment needs and pursue your wealth management goals with confidence.

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What are you looking to do?

Save & Grow

Planning for everyone. First job, just married, starting a family or growing your savings.

Ideal for holistic planning or new investors

  • Start your investing journey with simple and introductory financial advice and investment planning needs
  • Invest with mutual funds* and term deposits, with a focus on socially responsible investments
  • Receive long-term needs analysis as your life changes
Meet with a Wealth Relationship Manager

Grow & Optimize

If you're growing your family, nearing retirement, or just looking for a second opinion on your portfolio.

Ideal for
$100,000 to $350,000

  • Personalized planning, as you progress through life events, big and small — with a focus on long-term results
  • Invest with a wider selection of with mutual funds, low cost ETFs, tax advantaged options, fixed income instruments among other investment types
Meet with a Wealth Planner

Optimize & Beyond

For when your personal and financial circumstances become more complex, like managing large assets, retirement, or protecting your wealth and legacy.

Ideal for
$350,000 and up

  • Tap into advanced wealth management strategies to grow and minimize tax liabilities
  • Access a full range of tailored planning services, investment tools and solutions
  • Access actively managed pooled funds that offer unique pricing and diversification benefits
Book a consultation

Invest your money. Not your time.

Ideal for portfolios above $500,000, Vancity Investment Management's discretionary portfolio management leaves the day-to-day of investing to the judgement and expertise of a professional who is certified to navigate the complexities of investing on your behalf.

Whether you are an individual, business, union, non-profit or a trust, an Portfolio Manager can help you optimize your portfolio by:

  • Making day-to-day investment decisions on your behalf including analyzing, researching, selecting, buying and selling high-quality securities.
  • Creating a tailored, professionally managed portfolio with access to a full range of investment products including actively managed pooled funds that offer unique pricing and diversification benefits.
Connect with a portfolio manager

We see you.

Our professionals are different. Dare we say better. When we see you, we see someone who wants to take charge of their own finances. We look at you. Not the clock. Not what kind of car you drive.

Full suite of services

For all life-stages, income levels, and investment styles. Whether you just want an expert to supplement your digital portfolio or have us take the lead, it's up to you.

Advice over sales

We’re about sharing financial knowledge. Our pros aren’t pressured to sell you anything, so they have time to give you the tools to make empowered decisions.

Keep you on track

You’ll have a personal wealth professional here to review your portfolio with you on a regular basis.

Let's get personal.

Talking to someone about your finances can feel like a burden when you don’t know where to start. For first-timers, here’s what to expect when you meet us.

1

We'll teach you all the tricks

You'll receive customized financial and investment advice, and become familiar with terms like TFSA, RRSP and mutual funds*.

2

We'll talk about your hopes and dreams.

Bring us your goals. What’s the most important to you today and for the future? We'll help you get there with a personalized action plan.

3

Ask questions, get answers.

Need inspiration? Here are some questions to ask your wealth professional.

Book a call

View legal details

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions, their values change frequently, and past performance may not be repeated.

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Vancity is proud to operate on the traditional territories of the Coast Salish and Kwakwaka’wakw peoples, and we are committed to Reconciliation as a core value.

© Vancouver City Savings Credit Union