Personalized advice leads to financial confidence. 

Your finances are more than just daily banking. Does your financial plan consider your everyday expenses, future goals, as well as any unexpected bumps along the way? With the help of a wealth management expert, we can help you.

A personalized Wealth Management experience

A Wealth Management expert has the skills and expertise you need to diversify your investments and make the most of your money. We can help you set personalized goals and identify the specific strategies and options that will benefit you.

We’re here to help you with:

  • Portfolio reviews

  • Retirement savings

  • Wealth protection strategies

  • Mutual funds

  • Segregated funds and annuities

  • Estate planning

  • Business succession

  • Insurance

Mutual Funds

Combine the benefits of diversification and professional asset management with affordability – an ideal solution for many investors. 

At Entegra, we have access to thousands of quality mutual funds. We work with you to understand your overall investment strategy, so we can recommend 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 travelling 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 tailored to your investment style and risk tolerance to help you get there.

Talk with a Wealth Consultant today for:

• Portfolio reviews
• Retirement savings and income
• Estate planning
• Business succession planning
• Education planning

Reaching your financial goals is easy - it begins with a conversation

Talk to a Wealth Consultant today.

Kevin Tillberg, RIS

Mutual Fund Investment Specialist
Credential Asset Management Inc.

Tel: 204.949.7738
Fax: 204.949.5895

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential is a registered mark owned by Aviso Wealth Inc.

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