A personalized Wealth Management experience
Our Wealth Management team has the skills and expertise you need to diversify your investments and make the most of your money. Our Wealth Consultants will help you set personalized goals and identify the specific investment strategies and options that will benefit you.
Wealth protection strategies
Segregated funds and annuities
Combine the benefits of diversification and professional asset management with affordability – an ideal solution for many investors.
Our seasoned Wealth Consultants have access to thousands of quality mutual funds. Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.
Growing and preserving your money
Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world. No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting our Wealth Consultant.
A Wealth Consultant will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there.
Talk with Wealth Consultants today about:
• Portfolio reviews
• Retirement savings and income
• Estate planning
• Business succession planning
• Education planning
Reaching your financial goals is easy - it begins with a conversation
Kevin Tillberg, RIS
Mutual Fund Investment Specialist
Credential Asset Management Inc.