Is a Vancouver-based boutique investment firm right for you?
Learn how the needs and interests of our clients remain paramount.
History
Established in 2018, Ballantyne Capital is a Vancouver-based investment firm with expertise in North American stocks and bonds. We provide discretionary investment management services to high-net-worth individuals, families, and business owners. We offer separately managed accounts, allowing for greater transparency, tax efficiency, and customization.
The firm is named after Ballantyne Pier. Built-in 1923, it is a historic
commercial area that led to Vancouver’s development as a central hub for trade. Like Ballantyne Pier, we will help B.C. investors prosper for years.
President’s Message
When we founded Ballantyne Capital in 2018, we knew we wanted to offer something distinctive to attract clients and provide lasting value. Many investors are looking for an alternative to the client experience provided by Canada’s national asset managers. There is a need for a differentiated investment experience while also providing leading investment performance.
Ballantyne Capital is built on first-class client service standards, offering clients personal contact, local connection, and a client-centered investment focus. We attract clients who prefer to deal with a more enterprising, independent local firm and recognize the added quality and knowledge that a specialized and responsive firm can offer.
Our disciplined investment approach has allowed us to provide our clients with attractive rates of return. Additionally, Ballantyne’s investment professionals manage their own money alongside our clients and invest capital in the firm, thereby aligning the firm’s interests with our clients’ long-term interests. When our clients do well, we do well.
We are proud of our role as prudent stewards of our clients’ wealth. Our expertise, track record, and investment philosophy give us confidence in the firm’s ability to help our clients meet their long-term investment objectives.
Thank you for placing your trust in us.
Allan Pankratz
President and Co-Founder
Our Team
A management team with proven experience.
Allan Pankratz, CFA
President & Portfolio Manager
Allan is the co-founder and president of the firm. His previous work experience includes over 23 years in the investment industry. He was the past president of an investment management firm for one of Canada’s largest credit unions. He oversaw the firm’s growth from its infancy to over $1 billion in assets.
Martin Lussier, MCPM
Chief Operating Officer
Martin is the co-founder and COO of the firm. He has 35 years of investment industry experience in operations and information technology. After spending over 10 years at Canada’s largest wealth management firm, Martin founded a successful enterprise project management firm providing wealth management firms with the ability to deliver on strategic and operational initiatives.
Helen Pankratz
Portfolio & Client Administrator
Helen’s previous experience consists of working at a large financial institution where she was responsible for identifying clients’ wealth management needs and providing investment advice. She has a B.A. from UBC and a business diploma from BCIT.
Kai Yuen
Advisory Board Member
Kai is a 40-year veteran in the financial industry and is a member of Ballantyne Capital’s advisory board. His previous work experience includes senior portfolio management roles with several of Canada’s largest financial institutions focusing on high-net-worth and institutional clients.
Duncan McCrindell, CFA
Portfolio Manager & Advisory Board Member
Duncan is a 40-year veteran in the investing and financial services industry and is a member of Ballantyne Capital’s investment committee and advisory board. He has previously helped high-net-worth individuals and institutional clients as a senior portfolio manager with several of Canada’s largest financial institutions.
Enjoy an alternative investment experience.
© 2018 Ballantyne Capital Ltd.