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.
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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
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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
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Carmen Bedard
Investment
Advisor
Credential
Securities Inc.
(306)
752-7408
Toll
Free 1-888-752-7409
E-mail Carmen
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Kim Moorman,
B.Comm.
Investment
Advisor
Credential Securities Inc.
(306)
752-7408
Toll
Free 1-888-752-7409
E-mail Kim
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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.
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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
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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
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Pam
Shynkaruk, PFP
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving Candle Lake Branch
(306) 929-2804
E-mail Pam
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Jordon Evenson
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving branches in Melfort
and Gronlid
(306) 752-7441
E-mail Jordon
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Erin Vedress
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving St. Brieux Branch
(306) 275-2033
E-mail Erin
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Sharon Prodahl
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving Lake Lenore Branch
(306) 368-2215
E-mail Sharon
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Mary Louise
Molle
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving branches in
Watson and Englefeld
(306) 287-3711
E-mail Mary Louise
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Shelley
Wilson
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving branches in
Kinistino, Weldon and Birch Hills
(306) 864-6236
E-mail Shelley
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Gina Guttormson
Mutual Funds Investment
Specialist
Credential Asset
Management Inc.
Serving branches in
Naicam and Spalding
(306) 874-6253
E-mail Gina
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* 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.
