Roy Schultz

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.

Home Office

Swift Current

Locations Served

Cabri, Gull Lake, Lancer, Swift Current

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.

IIROC Advisor Report Link