Assiniboine Financial Group

Protect yourself, your family and lifestyle. Achieve financial security. Retire in comfort. Leave a legacy. Members have many different reasons for wanting to be more wealthy, and we can help with the services of our own Assiniboine Financial Group (AFG). How can we help you reach your financial goals?

Wealth solutions for today and the future

Come in, meet with one of the Wealth Consultants and let's get to work. In developing a strategy for you, we’ll consider your cash flow, risk tolerance, income taxes, savings, current investments and your retirement and estate plans. We’ll continue to work with you over time to craft and fine-tune a personalized, achievable and flexible plan that will keep your financial affairs on track through all of life’s changes. We'll take the time to know you and make the commitment to building a lasting relationship. Our services include:

  • creating a personalized investment and portfolio management strategy
  • developing a retirement plan; AFG provides access to a wide range of wealth management services through Credential Securities Inc.
  • preparation of tax and estate plans by working with your lawyers and accountants
  • managing risk and implementing insurance strategies; through AFG you'll have access to Credential Financial Strategies Inc. representatives who can help you
  • management of RRSP investment selections; Credential Asset Management Inc. administers one of the larger group RRSPs among Canadian credit unions and their Mutual Funds Investment Specialists can provide you with expert advice

Meet the Wealth Advisors

  • Karen Di Quinzio, Director of Wealth Management
  • Kathy Reimer, Investment Advisor, Senior Wealth Consultant, Credential Securities Inc.
  • Ryan Fontaine, Investment Advisor, Senior Wealth Consultant, Credential Securities Inc. and Credential Financial Strategies Inc.
  • Kristine Morga, Senior Investment Advisor, Credential Securities Inc.
  • Robert Rusak, Wealth Adviser, Credential Asset Management Inc.
  • Adam Richard, Wealth Adviser, Credential Asset Management Inc.
  • Michael Enemark, Wealth Adviser, Credential Asset Management Inc.
  • Karen Podgurnycormier, Wealth Compliance and Operation Manager

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 insured nor guaranteed, their values change frequently, and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

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


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