A qualified and certified Credential Securities Financial Advisor will work to develop a wealth management plan that gives you and your business the freedom to make the financial choices you need and deserve. Serious preparation can help give you the freedom to make smart financial choices for your business' future, succession planning, tax planning, your personal and business assets and investments, and most importantly, taking the time to celebrate the success of your business.
At Bow Valley Credit Union, Wealth Management is offered through our partnership with Credential Securities*. With over 15 years’ experience, our licensed and certified Credential Securities Investment Advisor, Jonathan Marusiak, provides succession planning, insurance planning, and investment planning. With access to a wide range of investment and money management products, our Credential Securities Investment Advisor will take the time to understand your goals and objectives and tailor a wealth management plan that covers all aspects for a successful financial future.
* 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.