Wealth Advisor, Credential Securities
Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment services, retirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Credential Securities which include stocks, bonds, ETFs, mutual funds and managed accounts.
“We have worked with Dana and Credential Financial Strategies team for several years but only recently in a greater capacity due to retirement. After several consultations and recognizing our changing risk tolerance and financial needs, Dana was able to present a recommendation that encompassed quality and value in a series of investments wrapped in an affordable package. Dana and the Credential Financial Strategies team has certainly met my needs and exceeded my expectations. ”
Battleford, Glaslyn, Goodsoil, Leoville, Meadow Lake, Medstead, North Battleford, Pierceland, Shell Lake
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.