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Wealth Management – Investment Services

Wealth Management – Investment Services

 

The Advantage Credit Union Wealth Management Investment Team was developed to work with you, at your convenience, to build a long-term relationship and assist you in meeting your short and long-term investment goals. Our team can provide you with access to a variety of investment products. Our Team approach is founded on the credit union tradition of service, integrity and providing solutions for your goals. Financial security means peace of mind for you and your family. That’s why your needs and your situation are foremost as we help you shape your financial future.

 

 

 


Credential Securities Inc. offers a wide range of investment products. Investment Advisors conduct a thorough analysis of your current financial position, evaluate your savings and investment strategy and identify your needs.

 

 

®        Self-directed RRSPs

®        Prescribed RSPs/RIFs from pensions

®        Stock, cash and margin accounts *

®        Bonds and GICs *

®        Mutual Funds *

®        Retirement planning

®        Portfolio review

 

 

Dustin Friesen, B.Comm.

Investment Advisor
Credential Securities Inc.

(306) 752-7442

dustin.friesen@advantage.cu.sk.ca

Leanne Arden, FCUIC

Investment Advisor

Credential Securities Inc.

(306) 752-7408

leanne.arden@advantage.cu.sk.ca

 

 

Kim Moorman, B.Comm.

Investment Advisor
Credential Securities Inc.

(306) 752-7408

(Currently on Maternity Leave)

kim.moorman@advantage.cu.sk.ca

Kelly Stewart

Wealth Services Support
(306) 752-7408

kelly.stewart@advantage.cu.sk.ca

 

 

 


Credential Asset Management Inc. is the principal distributor of proprietary mutual funds* managed by Ethical Funds Inc. Through Credential Asset Management Inc. Mutual Funds Investment Specialists, you have access to approximately 1200 third-party funds in Canada.

 

Carmen Bedard

Mutual Funds Investment Specialist

Credential Asset Management Inc.

serving Melfort, Star City and Gronlid  branches

(306) 752-7415

carmen.bedard@advantage.cu.sk.ca

Diane Hamilton

Mutual Funds Investment Specialist

Credential Asset Management Inc.

 serving Melfort, Star City & Gronlid branches
(306) 752-7425

diane.hamilton@advantage.cu.sk.ca

Laurie Meyer

Mutual Funds Investment Specialist

Credential Asset Management Inc.

for Naicam Branch

(306) 874-6252

laurie.meyer@advantage.cu.sk.ca

Janette Treacy

Mutual Funds Investment Specialist

Credential Asset Management Inc.

for Melfort Branch

(306) 752-7414

janette.treacy@advantage.cu.sk.ca

Erin Vedress

Mutual Funds Investment Specialist

Credential Asset Management Inc.

for St. Brieux Branch

(306) 275-2033

erin.vedress@advantage.cu.sk.ca

Sharon Prodahl

Mutual Funds Investment Specialist

Credential Asset Management Inc.

for Lake Lenore Branch

(306) 368-2215

sharon.prodahl@advantage.cu.sk.ca

Mary Louise Molle

Mutual Funds Investment Specialist

Credential Asset Management Inc.

for Watson Branch

(306) 287-3711

marylouise.molle@advantage.cu.sk.ca

Lori Tluchak

 Branch Compliance Manager

Credential Asset Management Inc.
(306) 752-7416

lori.tluchak@advantage.cu.sk.ca

Sara Pohler
Wealth Services Support
(306) 752-7406

sara.pohler@advantage.cu.sk.ca

 

 

Shannon Enns
Wealth Services Support
(306) 752-7406
(Currently on Maternity Leave)

shannon.enns@advantage.cu.sk.ca

 

 

 

* Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member – CIPF.

 

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.

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