Paula Munro B. Comm, CFP®, FMA, RIS

Wealth Specialist, Credential Asset Management Inc.

B. Comm: Bachelor of Commerce, CFP: Certified Financial Planner, FMA: Financial Management Advisor, RIS: Responsible Investment Specialist

Our Wealth Specialists focus on wealth accumulation by providing retirement advice and investment solutions that are tailored to your short, medium and long-term goals. We offer mutual funds from top companies through our partnership with Credential Asset Management Inc.

Home Office

Swift Current

Locations Served

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

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.