Meet Your Financial Planning Team
Our experienced and knowledgeable Financial Advisors will learn about your goals and create a Financial Plan to help you reach them. We focus on personalized planning, practical solutions, and professional advice. Let’s set up a time to talk one-on-one with a Financial Advisor:
Already have an appointment with a Financial Advisor? Take a look at this checklist to make sure you bring everything you need!
Get to know your Financial Planning Team and learn how we can help you . . .
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Westoba Financial Solutions Ltd. is a subsidiary of Westoba Credit Union offering financial planning, life insurance and investments.