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.
Cabri, Gravelbourg, Hodgeville, Lancer, Mankota, Ponteix, Swift Current
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.