What's the deal?
Get up to $7000 cashback!
What is the SWM promotion?
SWM Transfer-in Bonus – earn a bonus - from $300 to $7000 - when you start investing with Vancity’s Sustainable Wealth Management
$1,000 - $9,999 = $300
$10,000 - $59,999 = $500
$60,000 - $249,000 = $2,000
$250,000 - $999,999 = $5,000
$1,000,000 and above = $7,000
The SWM bonus offer has been extended until June 30, 2023.
Member's must initiate the transfer in at-least $1,000 in net new money assets by no later than June 30, 2023 at 4pm PST. If member is funding the account by transferring in from another financial institution, the transfer must be received no later than June 30, 2023 to qualify.
Refer to this person when a member wants investment advice with a portfolio of up to $100,000
Who are our WRMs? (Bryce and Shahla)
This company provides free counselling services to Vancity staff and immediate family members free of charge
What is Lifeworks?
This product is a basket/portfolio of various investments catered to the members risk tolerance.
What is a mutual fund?
We started lending to women without a male cosigner in this decade.
When are the 1960's?
Get up to $4000 cashback!
What is the Mortgage cash back offer?
Overview
Cash back incentive on 2-3 years fixed term mortgages:
Not eligible = Less than $100,000
$500 = $100,000 - $449,999
$750 = $450,000 - $749,999
$1,000 = Greater than or equal to $750,000
Cash back incentive on 4-year fixed term mortgages or greater (includes 5-year Homeprime Fixed Term):
Not eligible = Less than $100,000
$1,000 = $100,000 - $449,999
$2,000 = $450,000 - $749,999
$3,000 = $750,000 - $999,999
$4,000 = Greater than or equal to $1,000,000
Refer to this person for business lending over $50,000.
Who is our SBA, Nikki?
What days are designed to support employees for personal illnesses, Severe or emergency illness of family member, Emergency childcare arrangements, and, Elder care arrangements.
What are Care Days?
This product is useful to business members who get a large volume of cheques in and out of their account every month.
What is a small business operating line of credit?
New tool to help members track the estimated carbon emissions of their credit card purchases. Members will be able to see how their monthly tally compares to the national average, or which credit card purchases have the highest environmental cost.
What is the Carbon Counter?
Get up to $400 cashback!
What is the New member offer?
$400 + up to $390* in value with Visa Infinte
Shared Funded Feb 8, 2023 - Jul 31, 2023
Eligible Accounts: Any Canadian Chequing Account
Payout Criteria: Direct Deposit Payroll each month for 6 consecutive months
Refer inquiries for life insurance to this department.
What is Vancity Life Insurance Services?
These colours are on the mental health continuum.
What are green, yellow, orange, and red?
This product earns you minimum 1.25% cashback based on all of your purchases.
What is our Enviro Visa Infinite Card?
Vancity provides the pay rate required for two working parents to meet the basic needs of a family of four.
What is a Living Wage?
Vancity is a proud signatory to the Living Wage Campaign and is committed to meeting, or exceeding, the annual Living Wage rate for our employees and our contracted suppliers.
50% of the pre-payment penalty waved up to a maximum of $5K
What is the Homeprime Mortgage Retention Promotion
The purpose of this offer is to retain mortgage lending when members in HP products want to pay their penalty and modify into a fixed term rate. This provides an opportunity for Vancity to be competitive in the retention of the funds by offering cash back on their penalty.
Refer a portfolio of $350,000 and greater where the member wants active discretionary management to this specialist.
VCIM Porfolio Manager - Gianni Tessarolo
***Double Jeopardy***
The person responsible for taking care of my Mental Health Wellbeing
Who am I?
This is a new government savings program to help your member save up to $40,000 for a down payment for their first home.
***DOUBLE JEOPARDY***
Vancity is part of this international network of banking leaders and change-makers who share the principles of putting money to work for positive change — by using our members’ capital to create positive impact for people and the planet.
What is GABV - The Global Alliance for Banking on Values
Earn 4.80% until June 30th!
What is the Jumpstart Savings New Money Promotion
Refer to this company for a business member who wants to set up a point of sale terminal.
This Branch 21 staff member is our Mental Health First Aider.
Who is Minoo?
this converts/combines many of your debts into one loan, simplifying how many payments you have to make
What is a Debt Consolidation Loan?
Vancity Visa gives this percentage of our profits to this Vancity fund.
What is 3% to the Vancity Envirofund.