Scott Cassidy B.A., CFP®, CIM, RIS

Wealth Advisor, Credential Securities

B.A.: Bachelor of Arts, CFP: Certified Financial Planner, CIM: Chartered Investment Manager, RIS: Responsible Investment Specialist

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.


scott.cassidy@innovationcu.ca
306-741-6219


Home Office

Swift Current

Locations Served

Eastend, Frontier, Gravelbourg, Hodgeville, Mankota, Ponteix, Swift Current


Mutual funds, other securities and securities related financial planning services 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