Wealth Management

With over 38 years of combined wealth management experience, Sandy Kosak and Michael Middleton will work with you to help answer your questions and create a comprehensive financial plan addressing your retirement, estate planning and investment needs, to ensure a secure future.

Retirement and Estate Planning*
Planning a financially sound retirement is important in enabling you to retire when you want and in ensuring a comfortable and enjoyable retirement. Through our partnership we build a comprehensive retirement income plan and let Sandy and Michael manage your resources to their full potential.

Investment Planning*
With access to stocks, bonds, mutual funds, exchange traded funds* and fee based accounts, Sandy and Michael will optimize your investment opportunities and assist in managing your investment portfolio through consistent, experienced advice.

There’s a financial plan for every stage in life. WFCU Credit Union through partnership with Credential Securities Inc. and Credential Asset Management Inc., provides access to a full service, financial planning resource for all your investment, retirement and estate planning needs.

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

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

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

*Mutual funds are offered through Credential Asset Management Inc.  Mutual funds, financial planning and other securities are offered through Credential Securities Inc.  Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

 

 

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