In-Branch Professionals

Jane Czuboka,

CFP, RRC, RIS

Being in the financial industry since 1988, I have the experience and expertise that's essential in helping and advising our members and their families at all life stages. I am very passionate about advising our members in this professional and specialized role.

Jane works with members through all stages of their life and further specializes in helping those who are approaching or already in retirement. Planning for a comfortable retirement can be complex and involve ongoing investment review and planning, drawing on savings, managing tax efficiency, changing of cash flow needs, plus numerous other financial-related issues. As well as having the know-how to help members with this, Jane also offers them a caring, compassionate and comprehensive approach along the road of their financial planning journey. 

Let Jane help you with

  • investment and retirement planning
  • education planning
  • estate and protection planning
  • tax considerations
  • cash flow and credit planning analysis and recommendations
  • investment portfolio analysis and consolidation
  • pension plan analysis and advice
  • retiring allowance
  • severance
  • credit planning review, including mortgages, loans and lines of credit
  • debt analysis review, including restructuring and consolidation

Credentials

  • Certified Financial Planner (CFP)
  • Registered Retirement Consultant (RRC)
  • Responsible Investment Specialist (RIS)

Contact

Charleswood Branch
5930 Roblin Blvd
204.958.8685
jczuboka@assiniboine.mb.ca

Mutual funds and financial planning are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.

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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