“The Investment Club’s purpose is to develop value investing acumen amongst participating students by means of practical application and inter-group competition, while maintaining philanthropic roots with end-year donations to charitable organizations.” - Mission Statement

An investment in knowledge pays the best interest. – Benjamin Franklin


The St. George’s School Investment Club is built on the same values as its parent institution: Empathy, Resilience, Respect, Responsibility, Integrity, Humility. As the Club is an extension of the school, it is expected that all members to embrace these values when conducting activities within the Club. In addition, the St. George’s School Investment Club embraces the spirit of philanthropy and giving, and thus makes several end year donations of profits at the end of the year.


The St. George’s School Investment Club was founded in 2008 when an anonymous benefactor donated $50,000 in the hopes of inciting interest in finance and economics within the student body. The benefactor hoped that students would learn, invest, and give within a student-run, student-orientated club: the vision that has since then been ingrained into our history.

This caught the attention of Mr. Watson, who became the first teacher sponsor of the club. Three students were then chosen to organize the initiative and thus formed the first executive team: Jeff Sun ’10 as President, Jae Cha ’10 as Treasurer, and Matt Lau ‘12 as Secretary. A year later, Mr. Watson left Saints and Mr. Lovell took over as teacher sponsor.

Interested students would show up to Room 306 during Friday lunchtimes to explore the world of investment and finance. Since then, the club has grown to more than 150 members and has relocated to the Norris Theatre, the largest venue in the school possible for clubs, to accommodate such growth. The club has undertaken several field trips to several prestigious financial institutions. The first, to Canaccord Financial, was in 2010/11, followed by Odlum Brown in 2011/12, RBC PH&N Asset Management in 2013/14, and TELUS headquarters in 2014/15- where twenty-five members engaged in a mock board room session with the Chairman of the Board/CEO Darren Entwistle, an investor relations conference call, and a private tour of the unopened TELUS Garden. In 2015/16, the Investment Club visited the newly built Marine Gateway development, meeting with Tim Grant, the Vice President, Investment of the developers- PCI Group. Mr. Grant shared his expertise coordinating large development partnerships, as a financial analyst, and in acquisition and asset management programs. Additionally, in the 2015/16 year, through the generosity of Jonathan Wong, a Private Equity Associate at Fulcrum Capital Partners, the club held its first series of after school workshops. 2015/2016 also saw the first Skype session to an accomplished investment banker working in the industry, Riley Milavsky. Throughout its history, the Investment Club has always provided extracurricular options that go beyond the classroom.

The St. George’s School Investment Club’s philanthropic edge distinguishes it from any other student-run club, and from its founding to today the club has adopted the tradition of giving 100% of profits back to local and international non-profit organizations. Examples of organizations we have given to include Project Somos, the Red Cross, BC Children’s Hospital (a longtime recipient), Engineers Without Borders, Médecins Sans Frontières, Community First Foundation, and Canadian Cancer Society, just to name a few. At the end of the 2015/16 school year, the club reached over $44,000 in cumulative donations.  As the St. George’s School Investment Club continues to grow into the foreseeable future, our vision remains impacted by our rich history.

The Three Pillars of the St. George’s School Investment Club

A. Learn

  1. Value Investment
  2. Guest Speakers/Field Trips
  3. Financial Statements
  4. Key Stock Markers
  5. Virtual Stock Contest

B. Invest

  1. Informed voting on stock proposals
  2. Active management of real cash portfolio
  3. Sell / Buy proposals

C. Give

  1. Year-end donations
  2. Giving throughout the year (e.g., Project Somos)
  3. Community engagement with local charities

Get Involved

All potential members of Investment Club should refer to the contact page for getting involved with the club. As a St. George’s School Investment Club member, students are expected to maintain at least 50% attendance of meetings and be proactive and reactive at every meeting. Students are also expected to be respectful and responsible during their time with the club.

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