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.
“I love living and working in the Battlefords and have done so for the majority of my life. In my spare time I actively participate in many events within our Community and have proudly sat on the Chamber of Commerce Board of Directors for the past 6 years which includes co-chairing one of my favorite events, the annual Battlefords Business Excellence Awards. I also volunteer for various charities in our area with a special place in my heart for anything dog related. As a Wealth Advisor, my passion is walking with clients through every life stage they encounter, from building their financial future, protecting it in their retirement years and in leaving a legacy for their loved ones. A role I thoroughly enjoy.”
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.