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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.

Jennifer Page

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.