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.
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:
Mutual funds
Investment portfolio planning
Retirement savings and income planning
Education savings planning
Financial risk management assessments
Lower Mainland
River District or South Granville
Ty Alao
Burquitlam
Pouyan Hashemi
Credential Asset Management Inc.
Investment Specialist
Contact:
pouyan.hashemi@prospera.ca
Direct: 604 549 2649
Burquitlam
Lindy Homenick
Credential Asset Management Inc.
Investment Specialist
Contact:
lindy.homenick@prospera.ca
Direct: 604 549 2493
Maple Ridge
Damon Hoy PFP, RIS
Credential Asset Management Inc.
Investment Specialist
Contact:
damon.hoy@prospera.ca
Direct: 604 549 2509
Abbotsford, Cloverdale or Langley
Garith Mill
Credential Asset Management Inc.
Investment Specialist
Contact:
garith.mill@prospera.ca
Direct: 604 549 2484
Landmark
Raj Purohit
Credential Asset Management Inc.
Investment Specialist
Contact:
raj.purohit@prospera.ca
Direct: 778 769 3577
Fleetwood
Zaiba Riaf
Credential Asset Management Inc.
Investment Specialist
Contact:
zaiba.riaf@prospera.ca
Direct: 604 308 2641
Grandview Central or White Rock
David Sigrist
Credential Asset Management Inc.
Investment Specialist
Contact:
david.sigrist@prospera.ca
Direct: 604 523 7915
Newton
Raman Takhar
Credential Asset Management Inc.
Investment Specialist
Contact:
raman.takhar@prospera.ca
Direct: 604 549 2693
Sunwood Square or New Westminster
Linden Thibault
Credential Asset Management Inc.
Investment Specialist
Contact:
linden.thibault@prospera.ca
Direct: 604 549 2603
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
Send a support email
Send us an email
Meet online or in person
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.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.