In-Branch Wealth Advisors

Trenton Mochnacz,

CFP, PFP, FCSI, RIS
Credential Asset Management Inc.

"I help people avoid making financial mistakes and help them make good decisions when it comes to growing their wealth.”

Trenton brings 30 years of experience each and every time he meets with an ACU member. He specializes in helping members get through big life changes that cause financial impact, like unexpected job loss, marriage breakdown or transitioning into retirement. He listens to the concerns that members have about their current financial position their financial future. He uncovers their true individual financial needs then provides the appropriate solutions. He loves working for a company that is member owned and puts people before profits. He’s a runner, a cat person and has successfully reached the summit of Mt. Kilimanjaro.

Trenton can help you with

  • balancing financial priorities
  • optimizing net worth and cashflow
  • retirement planning
  • investment planning
  • tax efficiency
  • estate planning
  • risk management
  • debt management

Credentials

  • Certified Financial Planner (CFP)
  • Personal Financial Planner (PFP)
  • Fellowship of the Canadian Securities Institute (FCSI)
  • Responsible Investment Specialist (RIS)

Contact

Tuxedo Branch
620 Sterling Lyon Parkway
204.982.1595
tmochnacz@assiniboine.mb.ca

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

 

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