Wealth

Join Us!
Wealth Management Webinar
Wednesday, October 6 from 7:00 - 7:30 p.m.
Introduction to Responsible Investing
Join our Wealth Management Team for our free Introduction to Responsible Investing webinar. In partnership with NEI Investments learn how to make the most of your hard-earned money through investment strategies that allow for a diverse and socially responsible portfolio.


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.

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. 

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

Talk to a Wealth Consultant today.

Kevin Tillberg, RIS

Mutual Fund Investment Specialist
Credential Asset Management Inc.

ktillberg@credential.com
Tel: 204.949.7738
Fax: 204.949.5895

Helder Sousa, PFP, RIS

Investment Specialist
Credential Asset Management Inc.

hsousa@entegra.ca
Tel: 204.924.5361
Fax: 204.293.5295


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