Shirley Bongosia FCUIC
Digital Wealth Specialist, Credential Asset Management Inc.
FCUIC: Fellow Credit Union Institute of Canada
Our Digital Wealth Specialists focus on providing advice and investment solutions that are tailored to your goals. We are here to conveniently support your needs virtually, over the phone or online. We offer mutual funds from top companies through our partnership with Credential Asset Management Inc.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.