In-Branch Wealth Advisors

Jesse Funk,

CFP®, PFP, B.Admin, RIS, Credential Asset Management Inc.

“I want to know my members personally so I can truly help them attain their financial goals. I am committed to keeping up to date on industry changes and opportunities so I can provide expert advice as we build a trusted and professional relationship together.”

Jesse 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
  • cash flow and budget planning
  • tax considerations and tax efficient investments
  • education planning


  • Certified Financial Planner (CFP)
  • Personal Financial Planner (PFP)
  • Bachelor of Business Administration
  • Responsible Investment Specialist (RIS)


Pembina & Bairdmore Branch
2659 Pembina Hwy

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


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