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Our Team

Get a fresh perspective on your financial future

     

    Wealth Leaders

    Michael Butler

    Vice President Wealth Management

    Anne Marie Béhar-Bannelier

    Manager, Wealth Operations and Advisor Development
    Branch Compliance Manager
    Credential Asset Management Inc.

    Teresa Reid-Clare

    Manager, Wealth Connect
    Investment Specialist
    Branch Compliance Manager
    Credential Asset Management Inc.

     

    Compliance

    Carey Kominetsky

    Wealth and Compliance Reporting Officer
    Branch Compliance Manager
    Credential Asset Management Inc.

     

    Wealth Team

    John Fraone

    Senior Wealth Advisor
    Credential Securities

    Terri Szewczyk

    Senior Wealth Advisor
    Credential Asset Management Inc.

    Larry Boyle

    Senior Wealth Advisor
    Credential Asset Management Inc.

    Kyle Truan-Olsen

    Investment Advisor
    Credential Securities

    Andrew Ostasz

    Investment Advisor
    Credential Securities

    Yvonne Delry

    Investment Specialist
    Credential Asset Management Inc.

    Patricia Passmore

    Investment Specialist
    Credential Asset Management Inc.

    Tyler Reiner

    Investment Specialist
    Credential Asset Management Inc.

    Taylor Alber

    Wealth Associate
    Credential Asset Management Inc.

    Margaret Mazurkewicz

    Investment Advisor Assistant
    Credential Securities

     

    Connect with a wealth advisor

    Book an appointment or call us at 1-800-616-8878

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    Trust and Estate Services

    Our team also offers Trust and Estate Services that you can learn more about in this PDF.

    Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
    Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.