In-Branch Professionals

Kim Tachan,

PFP, RIS

Life is constantly changing. How you manage that change depends on how well prepared you are. That's something I can help you with.

With more than 25 years of experience, I understand how to develop a saving and investment plan that takes into account where members are now and where they want to be down the road. With regular reviews of her clients' portfolios, Kim helps members stay focused on their goals, adjust things if necessary and always be working towards a secure future. Her vast experience means she’s not only seen virtually every scenario, she also knows the best product to bring into play to help keep things on track. For Kim, financial planning is more than a career; it's a passion. She's committed to ongoing education in her chosen field to ensure she's always up-to-date on all the complex issues that take place in this exciting and dynamic industry.

Let Kim help you with

  • financial advice
  • goal setting
  • investment strategies
  • retirement planning
  • estate planning advice
  • cash flow planning

Credentials

  • Personal Financial Planner (PFP)
  • Responsible Investment Specialist (RIS)
  • Wealth Consultant Designation

Contact

Main at York Branch
200 Main Street
204.258.3168
ktachan@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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