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. R.W. (Bob) Hillier, a Credential Asset Management Inc. representative,  provides wise financial guidance on numerous investment  and insurance topics and can save you time in choosing  the best products to suit your needs.

Bob will meet with you in our offices, or in your home, for  a free consultation.
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?

Contact Bob Hillier at Credential Asset Management for more information: 
622-9390 or 625-2360 or by e-mail at  rhillier@beaubear.ca