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Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
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Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
Investments
Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
Insurance
Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
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
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.
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