Wealth Management

 

The Credit Union Ltd. provides its customers access to an experienced wealth manager who can help create a  personal investment plan with you. Toby LeBlanc, Mutual Funds Investment Specialist – Credential Asset Management Inc.  provides wise financial guidance on numerous investment  and insurance topics and can save you time in choosing  the best products to suit your needs.

You will receive financial analysis and advice on  investments, retirement planning, education planning,  money management, insurance and more.

Together you can create a personal financial strategy that will allow you to reach your individual goals and maintain financial strength. Selection, skill and convenience – what more can we offer you?