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 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.
paula.munro@innovationcu.ca
306-750-7004
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.