Wealth Advisors

Joshua Henson,

BA, CFP, RIS, Credential Financial Strategies Inc., Credential Asset Management Inc.

I relate financial concepts in an easy to understand way, so that members feel absolutely confident about their wealth strategy.



Joshua brings over 16 years’ experience as a financial advisor, commercial account manager, financial planner, agriculture account manager, and mortgage specialist to ACU. This varied background gives him distinctive insights that allow him to not only design comprehensive financial strategies, but to make tactical adjustments along the way. He’s excited about working with the members of ACU and appreciates Assiniboine’s focus on the environment and on social responsibility.

Let Joshua help you with:

  • Comprehensive Financial Planning
  • Risk Management
  • Investment Planning
  • Health Care Professional Strategies
  • Estate Strategies

Credentials

  • Bachelor of Arts
  • Certified Financial Planner (CFP)
  • Responsible Investment Specialist (RIS)

Contact

Credential Financial Strategies Inc.
200-900 Harrow Street East
204.258.3376
jhenson@assiniboine.mb.ca

Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

 

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