
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 specializing in North American stocks and bonds. We provide discretionary investment management services to high-net-worth individuals, families, and business owners, offering separately managed accounts for greater transparency, tax efficiency, and customization.
The firm takes its name from Ballantyne Pier, a historic commercial district built in 1923 that played a significant role in Vancouver’s development as a central hub for trade. Just like Ballantyne Pier, we aim to help B.C. investors prosper for years to come.

President’s Message
When we founded Ballantyne Capital in 2018, we aimed to provide something distinctive to attract clients while ensuring their needs and interests remain paramount. Many investors are looking for an alternative to the client experience some of Canada’s largest money managers offer. There is a growing demand for a more personalized and differentiated investment experience that delivers leading investment performance.
Ballantyne Capital is built on first-class client service standards, offering personal contact, local connections, and a client-centred investment focus. We attract clients who prefer to deal with an enterprising, independent firm and recognize the added quality and expertise that a specialized and responsive firm can offer.
Our disciplined investment approach has allowed us to deliver attractive rates of return to our clients. Moreover, Ballantyne’s investment professionals manage their own money alongside its clients and invest capital in the firm, aligning our interests with their long-term objectives.
We take pride in our role as responsible stewards of our clients’ wealth. Our expertise, proven track record, and investment philosophy instill confidence in our ability to help clients achieve their long-term investment goals.
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.


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© 2018 Ballantyne Capital Ltd.