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 managing your wealth, consider it the planning that is required to secure your financial future. A qualified and certified Credential Securities 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 Securities*. With over 15 years’ experience, our licensed and certified Credential Securities Investment Advisor, Jonathan Marusiak, provides retirement and estate 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.