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Wealth Management – Investment Services

Investment Services

 

The Advantage Credit Union Investment Team is available to work with you, at your convenience, to build a long-term relationship and to assist you in meeting your short and long-term investment goals. We provide 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.          CREDENTIAL ASSET MANAGEMENT INC.

 

Securities Colour

 

Dustin Friesen web

 

Dustin Friesen, B.Comm.

Investment Advisor
Credential Securities Inc.

(306) 752-7408

Toll Free 1-888-752-7409

E-mail Dustin

Currently on Paternity Leave

 

Credential Securities Inc. offers a wide range of investment products. Investment Advisors will 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

 

 

 

Carmen Bedard web

 

Carmen Bedard

Investment Advisor

Credential Securities Inc.

(306) 752-7408

Toll Free 1-888-752-7409

E-mail Carmen

 

 

Kim Prodahl web

 

Kim Moorman, B.Comm.

Investment Advisor
Credential Securities Inc.

(306) 752-7408

Toll Free 1-888-752-7409

E-mail Kim

 

 

 

 

Asset Management 

 

Credential Asset Management Inc. is the principal distributor of Ethical Funds® managed by Northwest & Ethical Investments L.P. The Credential Asset Management Inc. Mutual Funds Investment Specialists (below) have access to about 1800 third-party funds in Canada. Contact your branch for an appointment today.

 

Bobbi Lyn Weiman web

Bobbi-Lyn Weiman

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Melfort and Star City

(306) 752-7425

E-mail Bobbi-Lyn

Rita Turcotte web

Rita Turcotte

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Prince Albert, St. Louis, Christopher Lake and Paddockwood

(306) 953-5625

E-mail Rita

 

 

 

 

Pam Shynkaruk web

Pam Shynkaruk, PFP

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving Candle Lake Branch

(306) 929-2804

E-mail Pam

Jordon Evenson web

Jordon Evenson

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Melfort and Gronlid

(306) 752-7441

E-mail Jordon

 

 

 

 

Erin Vedress web

Erin Vedress

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving St. Brieux Branch

(306) 275-2033

E-mail Erin

Sharon Prodahl web

Sharon Prodahl

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving Lake Lenore Branch

(306) 368-2215

E-mail Sharon

 

 

 

 

Mary Louise Molle web

Mary Louise Molle

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Watson and Englefeld

(306) 287-3711

E-mail Mary Louise

Shelley Wilson web

Shelley Wilson

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Kinistino, Weldon and Birch Hills

(306) 864-6236

E-mail Shelley

 

 

 

 

Gina Guttormson web.jpg

Gina Guttormson

Mutual Funds Investment Specialist

Credential Asset Management Inc.

Serving branches in Naicam and Spalding

(306) 874-6253

E-mail Gina

 

 

 

 * 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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