Wealth Management

Fun relaxing weekends don’t usually just happen, do they? Even a fun weekend of camping with the loved ones takes some serious planning- like organizing the tent, the boat, food, the cooler, sleeping bags, bug spray…..and the list goes on. When it comes to Wealth Management, consider it the planning required to secure your financial future. A qualified and certified financial advisor will work to develop a wealth management plan that gives you the freedom to make the financial choices you need and deserve during the weekends, weeks and years to come.

Serious preparation can help give you the freedom to make smart financial choices for your family’s future, your children’s education, your retirement, your estate, your assets and investments, and most importantly, the fun things in life.

At Bow Valley Credit Union, Wealth Management is offered through our partnership with Credential Qtrade Securities. With over 14 years’ experience, our licensed and certified Investment Advisor provides retirement and estate planning, insurance planning, and investment planning. With access to a wide range of investment and money management products, our 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.

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