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Kay Brown

Wealth Consultant
Credential Asset Management Inc.

519-974-1181

kbrown@wfcu.ca


Kay holds a Personal Financial Planning designation since 2011 and has been with WFCU Credit Union as a Wealth Consultant since 2012.  Kay obtained her Investment Funds in Canada course in 1994 and her Canadian Securities license in 1999.  She has worked in a variety of roles in her 30 year Financial Services industry career, which include Financial Services Manager, Mutual funds Investment Specialist, Investment Representative and Investment Advisor.

The experiences of some of the most volatile markets in history have provided Kay with a very deep understanding of the needs of people and their financial wellness and goals. She takes a personalized approach which is focused on client priorities. Kay will work side by side with our Members to help alleviate their financial worries and to assist them with focusing on their long term goals.


Matt Lahoud

Wealth Consultant
Credential Asset Management Inc.

519-974-1181
mlahoud@wfcu.ca


Matthew graduated from the University of Windsor with a Bachelor of Commerce and a concentration in Finance.  Matthew has spent his entire career in the financial services industry which began with WFCU Credit Union in 2011.  He completed the Canadian Securities Course in 2015 and has since received certifications in Advanced Investment Advice and Advanced Mutual Funds Advice.  Matthew continues to further his education in the investment and financial planning industry. 

Matthew has valuable experience working with clients to accomplish their intermediate and long term goals while keeping the big picture in mind.  His disciplined process starts by getting to know each member on a personal level to put their goals into perspective.  A focus is placed on client priorities to help navigate through financial markets, while providing appropriate planning to reach those goals.  Matthew enjoys helping clients of various life stages achieve peace of mind so they can focus on what matters to them most.
 

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