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Joe Reid

Vice President Wealth Management And Impact Investing at Vancity

Joe Reid is an experienced finance professional currently serving as the Vice President of Wealth Management and Impact Investing at Vancity, a position held since February 2013. With a robust background in wealth advisory services, Joe has progressed through various titles at Vancity, including Director of Wealth Advisory Services and Senior Manager of Investment Advisory Services, leading a team of 17 Investment Specialists and developing training platforms for financial planning tools. Prior roles include Financial Planner at RBC Wealth Management and Financial Consultant at Scotia Private Client Group, where Joe specialized in creating complex financial plans for high net worth clients. Joe began the finance career at Edward Jones as an Investment Advisor and holds a Bachelor of Arts degree in History from Wilfrid Laurier University.

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Vancity

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Vancouver City Savings Credit Union (Vancity) offers personal and business financial services for the greater Vancouver area and Victoria, including chequing and savings accounts, mortgages, loans, insurance services, planning services and free online and mobile banking.


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Headquarters

Vancouver, Canada

Employees

1,001-5,000

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