In-Branch Professionals

Gloria Nicol

PFP, RIS

I am passionate about people's financial wellbeing. For over thirty years, I've been helping Assiniboine Credit Union members achieve their financial goals, plan for their retirement, and make good investment decisions.

Gloria is excited to learn about the personal life journey of every member she meets, and especially excited to help them make their life plans financially possible. Each financial situation is unique. As members' life circumstances evolve, they'll want to find new strategies to navigate the changing financial environment. Gloria has the experience and aptitude to understand our members' financial goals and find a way to achieve them. Gloria listens and learns, and then works with members toward a solution that maximizes their current and future financial fitness. Gloria has over 30 years' experience at Assiniboine Credit Union; in some cases, she's had the pleasure of helping out two or three generations of the same family. They keep coming back!

Let Gloria help you with

  • financial planning
  • investment strategies
  • retirement planning
  • tax considerations

Credentials

  • Personal Financial Planner (PFP)
  • Responsible Investment Specialist (RIS)

Contact

Garden City Branch
2211 McPhillips St 
204.958.8624 
gnicol@assiniboine.mb.ca

Mutual funds and financial planning 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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