In-Branch Wealth Advisors

Gerald Achtymichuk,

CFP, RIS, Wealth Advisor, Credential Asset Management Inc.

“When it comes to helping members achieve financial success, I think outside the box, and I don’t just follow the crowd.”

Gerald has over 30 years’ experience in the financial industry. While he has worked on the lending and insurance sides of things, his main focus has been investments. A Certified Financial Planner, he brings a willingness to spend as much time as needed to ensure members understand and are comfortable with their investment portfolio. Gerald’s goal is to help people become better-off financially, and he loves that ACU shares his commitment to helping people.

Gerald can help you with

  • investing strategies for registered and non-registered plans
  • retirement planning and income needs analysis
  • portfolio monitoring and rebalancing
  • will and estate planning
  • mutual funds
  • pension analysis and advice
  • credit guidance and recommendations
  • tax considerations and tax efficient investments
  • education planning

Credentials

  • Certified Financial Planner (CFP)
  • Responsible Investment Specialist (RIS)

Contact

St. James Branch
694 St. James St
204.958.7835
gachtymichuk@assiniboine.mb.ca

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

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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