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Grow your wealth with our wealth advisors and investment specialists.
Wealth Planning

Meet our Investment Specialists

Lost in a sea of mutual funds and need advice about which will work best for you? Come see an Investment Specialist.
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We’re on your team

We’ll work closely with you to understand your goals and then recommend an appropriate mutual fund portfolio. As your needs get more sophisticated, your Investment Specialist through Credential Asset Management Inc. can refer you to an Investment Advisor through Credential Securities.

What’s it like to work with an Investment Specialist?

When you meet with an Investment Specialist, it’s all about you. We want to get to know everything we can about your lifestyle, your goals, and your current financial situation. The more you tell us, the better we can advise you. We also love answering questions, so ask away!

How can our wealth planning services help you?

Think of us as the employee you don't have to pay. We're committed to supporting your financial journey with relevant, forward-thinking recommendations. Get us working for you to help grow your wealth:
Make a plan to budget and manage your debt.
Mutual funds
Grow wealth with investments.
Investment portfolio planning
Protect wealth with insurance.
Retirement savings and income planning
Pay less tax with a tax plan.
Education savings planning
Create a plan for a comfortable retirement.
Financial risk management assessments
 

Fraser Valley

 
Agassiz, Chilliwack or Sardis

Corilee Blanchard

Credential Asset Management Inc.
Investment Specialist
Contact:

corilee.blanchard@prospera.ca
Direct: 604 702 2455

Mission or West Oaks

Inder Thind

Credential Asset Management Inc.
Investment Specialist
Contact:

inder.thind@prospera.ca
Direct: 604 851 8800

How to reach us

Call our Member Service Centre

Toll free
1 888 440 4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.