Financial Planning Services

Making The Most of Your Retirement Potential

WFCU Credit Union's Wealth Consultants deliver comprehensive retirement planning services.

Whether your financial objectives involve building a nestegg for a comfortable retirement, creating a reliable income stream after you’ve retired or protecting your estate from unnecessary fees and taxes, our Wealth Consultants are here to help.

Your Wealth Management team can work with you to create a financial blueprint and provide you with the following services:

  • Retirement Planning
  • Investment Planning
  • Estate Planning

To learn more about these services please contact:

Sandy Kosak
Investment Advisor | Wealth Management | Credential Securities
519-974-1181
skosak@wfcu.ca

Investment Industry Regulatory Organization of Canada - Advisor Report

Michael Middleton
Investment Advisor | Wealth Management | Credential Securities
519-974-1181
mmiddleton@wfcu.ca

Investment Industry Regulatory Organization of Canada - Advisor Report

Kay Brown
Wealth Consultant Credential Asset Management Inc.
519-974-1181
kbrown@wfcu.ca

Matt Lahoud
Wealth Consultant Credential Asset Management Inc.
519-974-1181
mlahoud@wfcu.ca

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.  Mutual funds are offered through Credential Asset Management Inc.

 

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