Assiniboine Financial Group
Henley Cunnington, Director and Wealth Consultant
Cheryl Crowe, Socially Responsible Investment Specialist
Uri Kraut, Wealth Consultant
Terry Martin, Wealth Consultant
Gary Oko, Wealth Consultant
Kathy Reimer, Wealth Consultant
Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.
Credential Financial Strategies Inc.
Susan J. Davy, Wealth Consultant
Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
Assiniboine Financial Group
Henley Cunnington BA (Econ.), CFP
Director and Wealth Consultant
hcunnington@assiniboine.mb.ca
T: 204.258.3375
F: 204.284.4636
As Director of Wealth Management Services at AFG and also a Wealth Consultant, I am committed to providing you with financial, investment and estate planning advice geared to your life and specific financial objectives.
After meeting with you to discuss your goals, I will work in partnership with you to develop a plan to ensure you are comfortable and confident about your future.
With over 25 years of experience in the financial services industry, I can offer you the peace of mind that comes with knowing we’re working together to achieve your goals.
As a dedicated professional, I will continue to update my skills and knowledge to better advise you. After all, financial planning is not just about your money. It’s about your life.
Let me help you plan to prosper!
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Cheryl Crowe
B.Comm (Hons.), Associate CSAP
Socially Responsible Investment Specialist
ccrowe@assiniboine.mb.ca
T: 204.958.8507
F: 204.269.6501
As one of the only dedicated Socially Responsible Investment Specialists working for a Canadian financial institution, I bring to my role over 20 years of professional management experience as well as a passion for socially responsible investing (SRI).
SRI takes into account a company’s social or environmental impact, as well as its financial performance. It’s a way to invest in your financial future while making a positive difference by supporting responsible companies.
In addition to working in partnership with clients to help them find the SRI that reflects their values, I deliver public SRI presentations to organizations in our community. I am also past-president and chair of the Board of the Social Investment Organization, a national organization that promotes SRI across Canada.
Let me help you plan to prosper!
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Uri Kraut BA, CFP, FMA, FCSI
Wealth Consultant
ukraut@assiniboine.mb.ca
T: 204.258.3390
F: 204.284.4636
With a wealth of experience in the financial services industry, I take pride in providing comprehensive financial and investment planning advice to my clients. This includes net-worth and cash-flow reviews, retirement plans and the development of tax-reduction and income-withdrawal strategies.
In determining your risk profile, I take into account your current goals as well as your estate objectives in order to incorporate a multi-generational wealth plan. I customize every client portfolio to incorporate any investment constraints and priorities such as socially responsible investments, tax-sensitive strategies or other strategic biases.
I am committed to superior service and stay in contact with all my clients to ensure their portfolios are strategically rebalanced as required. I also work to update my skills and knowledge in order to continue to offer optimum service.
Let me help you plan to prosper!
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Terry Martin B. Admin (Hons.), PFP
Wealth Consultant
tmartin@assiniboine.mb.ca
T: 204.258.3394
F: 204.284.4636
As an investment advisor with over two decades of experience in the financial services industry, I have had the honour of working with many great clients. The opportunity to custom design their investment plans has allowed me to rank among the Top 10 Credential investment advisors for the past 15 years.
I am personally committed to helping you determine and fulfill your financial needs in order to achieve your goals, whether you’re working toward retirement or need help in planning your retirement lifestyle.
Working together with a range of highly qualified financial experts in investment, tax and retirement planning, I am committed to staying abreast of changes in the financial industry and working in partnership with you to integrate these changes into your investment plan.
Let me help you plan to prosper!
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Gary Oko PFP
Wealth Consultant
goko@assiniboine.mb.ca
T: 204.258.3389
F: 204.284.4636
As a Wealth Consultant with over 25 years of experience in the financial services industry, I offer a wide variety of services including retirement planning and investment portfolio management.
A long time credit union employee, I have been licensed to offer a complete range of investment options since 1990 and am committed to continuously updating my skills to better advise you.
As a member of the community, I believe it is important to give back. As such, I volunteer with the Canadian Cancer Society and the Heart and Stroke Foundation and have been a blood donor for several years.
I focus on building long-term partnerships with my clients and I believe that trust is the cornerstone of any meaningful partnership. As a dedicated professional, I will work with you to achieve your goals.
Let me help you plan to prosper!
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Kathy Reimer CFP, FMA
Wealth Consultant
kreimer@assiniboine.mb.ca
T: 204.258.3376
F: 204.284.4636
The world is changing and the next decade is sure to be a time of unprecedented change as innovation grows and financial strategies and options become more complex. I am committed to continuing education to keep abreast of our changing financial landscape in tax, investment, estate, wealth creation and protection strategies.
Whatever your personal situation – be it building your wealth or enjoying it – I have the knowledge and over 25 years of experience specializing in investment, tax and retirement planning.
My goal is to build lasting partnerships, and I’ll work with you to identify what’s important to you and structure a plan to help you get there.
Let me help you plan to prosper!
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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. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.
Credential Financial Strategies Inc.
Susan J. Davy CFP, FMA
Wealth Consultant
sdavy@assiniboine.mb.ca
T: 204.258.3392
F: 204.284.4636
As an investment advisor, I am committed to providing my clients with a full range of investment options tailored to their specific financial goals and objectives.
I have over 30 years of credit union service and I have specialized in retirement and investment advice for over 20 years.
I am also a dedicated professional committed to continuing my education in order to best advise clients of relevant changes in legislation that may impact their investment decisions. I recommend investment vehicles that help reduce tax and enhance returns while minimizing risk.
In addition to investments and retirement planning, I specialize in the area of life, disability, critical illness and long-term care insurance.
Let me help you plan to prosper!
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Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.