In-Branch Wealth Services

Financial Assessment

The first step to figure out where you’re going is to determine where you are. That’s why a thorough financial assessment is so vital. We can help.

In-Branch Professionals

Working with our Credential Asset Management team can help you determine which types of investments meet your specific needs. In addition to offering sound investment advice, your advisor can help you create an investment plan that matches your life goals, both now and for the future.

 

In-Branch Professionals Branch Address
Cal Anger, Wealth Consultant Henderson Branch
655 Henderson Hwy
Cheryl Crowe, Mutual Fund Investment Specialist Portage at School Rd Branch
3217 Portage Ave
Cory Papineau, Mutual Fund Investment Specialist Pembina at Bairdmore Branch
2659 Pembina Hwy
Gloria Nicol, Mutual Fund Investment Specialist Garden City Branch
2211 McPhillips St
Jane Czuboka, Mutual Fund Investment Specialist Charleswood Branch
5930 Roblin Blvd
Kim Tachan, Wealth Consultant Main at York Branch
200 Main St
Lisa Matwyko, Wealth Consultant Harrow Branch
100-900 Harrow Ave East
Mike Tarabalka, Wealth Consultant St. Vital Branch
1210 St. Mary’s Rd

Mutual funds, financial planning are offered through Credential Asset Management Inc.

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

 

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