Retirement Planning

Retirement planning should begin early to minimize one of the largest risks - outliving your income.

The biggest pitfalls to sound retirement planning are generally:

  • Starting too late
  • Failing to save sufficient amounts
  • Improper investment choices

We can help you define what age and what financial requirements might be best for your retirement and to also determine how to help you get there.

Our Wealth Management Professionals welcome the opportunity to meet with you to develop a Retirement Plan as part of a complete financial strategy.


Retirement Planning Specialists

Donnica Bernier
Donnica Bernier
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Battleford, Cut Knife, Glaslyn, North Battleford, Wilkie

Scott Cassidy
Scott Cassidy
B.A., CFP®, CIM, RIS
Wealth Advisor

Credential Securities

Communities Served
Eastend, Frontier, Gravelbourg, Hodgeville, Mankota, Ponteix, Swift Current

Hayden Friedrich
Hayden Friedrich
BIB, CFP®, RIS
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Battleford, Hafford, Medstead, Meota, North Battleford

Andy Garvik
Andy Garvik
B. Comm, CIM, FCSI
Wealth Advisor

Credential Securities

Communities Served
Battleford, Cut Knife, Hafford, Meota, North Battleford, Wilkie

Paula Munro
Paula Munro
B. Comm, CFP®, FMA, RIS
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Cabri, Gravelbourg, Hodgeville, Lancer, Mankota, Ponteix, Swift Current

Dana Rissling
Dana Rissling
Wealth Advisor

Credential Securities

Communities Served
Battleford, Glaslyn, Goodsoil, Leoville, Meadow Lake, Medstead, North Battleford, Pierceland, Shell Lake

Karen Rousseaux
Karen Rousseaux
CFP®, RIS
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Eastend, Frontier, Gull Lake, Swift Current

Roy Schultz
Roy Schultz
Wealth Advisor

Credential Securities

Communities Served
Cabri, Gull Lake, Lancer, Swift Current

Brenda Switzer
Brenda Switzer
CFP®, RIS
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Swift Current

Kirsten Wright
Kirsten Wright
BAFS, QAFP™ , RIS
Wealth Specialist

Credential Asset Management Inc.

Communities Served
Buffalo Narrows, Goodsoil, Leoville, Meadow Lake, Pierceland, Shell Lake


Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Services

My Plan

A retirement plan customized for you!

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