Building Trust Through Excellence
For over two decades, VanCity Adviser has been empowering Canadians to achieve their financial goals through smart investment strategies and personalized guidance.
A Legacy of Financial Excellence
Founded in Winnipeg, Manitoba, VanCity Adviser began with a simple yet powerful mission: to democratize access to sophisticated investment strategies for everyday Canadians. What started as a small advisory firm has grown into a trusted partner for thousands of investors across Canada. Our founders recognized that Canadian families deserved better than cookie-cutter financial advice—they needed personalized strategies that understood the unique challenges and opportunities of the Canadian market, from RRSP optimization to TFSA maximization, and from navigating provincial tax implications to leveraging Canadian dividend tax credits.
Our Mission
To empower Canadian investors with the knowledge, tools, and strategies they need to build lasting wealth. We believe that every Canadian deserves access to professional-grade investment guidance that puts their interests first, helping them navigate market volatility, tax optimization, and long-term wealth preservation.
Our Vision
To become Canada's most trusted investment advisory platform, recognized for our integrity, expertise, and unwavering commitment to client success. We envision a future where every Canadian has the confidence and resources to make informed investment decisions that secure their financial future and create generational wealth.
Our Commitment
We are committed to transparency, education, and results. Our fee-only structure ensures that our advice is always aligned with your best interests. We invest in continuous education for our team, staying ahead of market trends, regulatory changes, and emerging investment opportunities to provide you with cutting-edge strategies.
Key Milestones in Our Journey
Foundation & First Clients
VanCity Adviser was established in Winnipeg with a team of three advisors and a commitment to personalized service. We served our first 50 clients, helping them navigate the post-dot-com bubble recovery with strategic portfolio rebalancing.
Expansion Across Manitoba
Opened our second office in Brandon and launched our first educational seminar series, "Smart Investing for Canadians." Client base grew to over 500 families, with $75 million in assets under advisement.
Navigating the Financial Crisis
Guided clients through the 2008-2009 financial crisis with defensive strategies that preserved capital. Our risk management approach resulted in 40% less portfolio volatility compared to market averages, earning recognition from the Canadian Investment Regulatory Organization.
Digital Transformation
Launched our proprietary online investment platform, making professional portfolio management accessible 24/7. Introduced mobile app for real-time portfolio tracking and expanded services to include tax-loss harvesting automation.
National Recognition
Awarded "Best Investment Advisory Firm - Prairie Region" by Canadian Financial Excellence Awards. Surpassed $500 million in assets under advisement and expanded team to 25 certified financial planners and investment advisors.
Pandemic Response & Growth
Rapidly transitioned to fully remote advisory services, ensuring uninterrupted client support during COVID-19. Launched virtual financial planning workshops that reached over 2,000 Canadians. Client portfolios averaged 12.8% returns despite market volatility.
Sustainable Investing Leadership
Introduced ESG-focused investment portfolios and became a signatory to the UN Principles for Responsible Investment. Launched specialized strategies for renewable energy and clean technology sectors, aligning client values with investment returns.
Continued Excellence
Celebrating over 22 years of service with more than 3,500 client families and $1.2 billion in assets under advisement. Expanded our team to 40 professionals and opened offices in Regina and Saskatoon, strengthening our presence across the Prairies.
The Values That Guide Us
Our success is built on unwavering principles that shape every decision we make and every recommendation we provide.
Integrity First
Transparent, honest advice with no hidden fees or conflicts of interest
Client Education
Empowering you with knowledge to make confident financial decisions
Results-Driven
Focused on measurable outcomes and long-term wealth creation
Client-Centric
Your goals, risk tolerance, and values guide every strategy we create
Innovation
Leveraging technology and research to stay ahead of market trends
Responsibility
Committed to sustainable investing and positive social impact
Our Impact in Numbers
Building trust through proven results and consistent excellence in Canadian financial services
Trusted by thousands of Canadians nationwide
Helping Canadians achieve their financial goals
Nearly two decades of financial expertise
Exceptional approval and satisfaction ratings
Performance Metrics That Matter
Growth Trajectory
Service Excellence
Sarah Mitchell
Senior Investment Advisor
CFA, CFP with 15+ years of experience specializing in portfolio diversification and retirement planning for Canadian investors. Expert in equity markets, tax-efficient investing, and RRSP/TFSA optimization.
David Chen
Mortgage & Lending Specialist
AMP with 12 years of experience in residential and commercial financing across British Columbia. Specializes in first-time homebuyer programs, mortgage refinancing, and investment property loans. Over 500 families helped into homeownership.
Jennifer Thompson
Wealth Management Director
CIM, FMA and founding partner with 20+ years managing high-net-worth portfolios. Bachelor of Commerce from UBC. Expertise in estate planning, cross-border investment strategies, and sustainable investing. Leadership in growing Vancity Adviser's wealth management division.
Licenses, Certifications & Industry Recognition
VahCity Adventures Inc. maintains the highest standards of regulatory compliance and professional excellence. Our credentials demonstrate our commitment to providing trustworthy financial guidance to Canadian investors.
IIROC Registration
Investment Industry Regulatory Organization of Canada
Registered with IIROC since 2015, ensuring compliance with Canadian securities regulations and investor protection standards.
Registration Number: IIROC-MB-2015-4782
Valid Through: December 31, 2025
CIPF Member
Canadian Investor Protection Fund
Member of CIPF providing coverage up to $1 million for eligible securities and cash held in client accounts.
Member Number: CIPF-2015-0847
Coverage: Up to $1,000,000 per account
CFA Charter Holders
Chartered Financial Analyst Designation
Our senior advisors hold the prestigious CFA designation, recognized globally as the gold standard in investment management and financial analysis.
CFA Institute Member Since: 2016
Active Charter Holders: 4 Senior Advisors
CSC Certification
Canadian Securities Course
All advisors have successfully completed the Canadian Securities Course, demonstrating comprehensive knowledge of Canadian financial markets and regulations.
Issued By: Canadian Securities Institute
100% Team Certification Rate
Industry Memberships & Affiliations
We maintain active memberships in leading Canadian financial industry organizations, ensuring we stay current with best practices and regulatory developments.
IFIC Member
Investment Funds Institute of Canada
Since 2016
FP Canada
Financial Planning Standards Council
Since 2017
Advocis
The Financial Advisors Association of Canada
Since 2015
CIRO
Canadian Investment Regulatory Organization
Since 2024
Commitment to Compliance & Transparency
VahCity Adventures Inc. is committed to maintaining the highest standards of regulatory compliance and professional conduct. All our licenses and certifications are current and in good standing. We undergo regular audits and continuing education to ensure we provide the most up-to-date and compliant financial advice to our clients.
For verification of our credentials or to report concerns, please contact the relevant regulatory body or reach us directly at 204-555-1212.