Helping B.C. Investors Prosper
Experience the boutique difference.
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
At Ballantyne Capital, investment advice isn’t about chasing short‑term performance. It’s about helping successful families and business owners make better long‑term decisions with confidence.
Our clients value independence, clear thinking, and direct access to the people who manage their capital. They want a partner who understands the full context of their lives—family, business, taxes, and risk—and can identify blind spots before they become problems.
We offer discretionary investment management in a boutique setting that emphasizes transparency, customization, alignment, and a more responsive client experience. This helps our clients protect what they’ve built, stay focused during market uncertainty, and make thoughtful decisions that support their financial goals and their lives beyond the balance sheet.
Our role is not just to manage portfolios—but to help clients see their financial world more clearly and act with conviction over time.
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 26 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 37 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.Â
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.