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.