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VanCity joins SFU's GAWM business council

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February 25, 2003
VanCity Credit Union, with $8.2 billion in assets and 286,000 members, is the 13th financial services institution to join the national Global Asset and Wealth Management Business Council at Simon Fraser University.

Established in 2002 to provide leadership and guidance to the new Global Asset and Wealth Management MBA program, the council’s members include Canada’s leading investment services firms and organizations.

The new MBA program teaches financial services professionals the more sophisticated aspects of investment management, providing them with a high level of expertise in the 'engineering' and architecture’ of wealth management. Students acquire top-notch technical skills in financial theory, asset allocation and security selection. As well, they also develop the softer, 'architectural' skills associated with investment counseling, estate planning and client relationships.

Members of the Global Asset and Wealth Management Business Council also provide three-month internships to students and are active in the program as lecturers, executive speakers and mentors.

VanCity's vice-president of wealth management, Karen Hoffmann, will sit on the council.

"VanCity takes a grassroots approach to money management," says Hoffmann. "We’re looking forward to sharing that perspective, along with our leadership in the areas of socially responsible investing and corporate transparency, through our participation on the council."

"The credit union sector is an important part of Canada’s wealth management community, particularly among the mass affluent," says Peter Klein, academic director for the Global Asset and Wealth Management MBA program. "We are very pleased to have VanCity, Canada’s largest credit union, on our Council."

electronic photo available

Peter Klein, SFU, 604.291.5605;
Diane Luckow, media/pr, 604.291.3210;