Wealth Planning
Meet our Wealth Advisors and Specialists
Get advice from professionals who are dedicated to helping you plan for your future.
We’re on your team
Whether you're just starting out or you're well on your way, a strong financial plan will help you tomorrow and beyond. Our Investment Advisors and Investment Specialists through Credential Securities and Credential Asset Management Inc. can help you achieve your goals with their expert advice.
How can we 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:
Budget and debt management
Investment management
Protect your future
Tax and legacy planning
Retirement and goal planning
Lower Mainland
Maple Ridge or Mission Branch
Adam Cawker
Maple Ridge or Mission Branch
Brian Elson
Landmark Branch
Craig Fewer
Maple Ridge Branch
Damon Hoy
Cloverdale, Langley or River District Branch
Garith Mill
Newton or White Rock Branch
Geoff Pomper
Sunwood Square or New Westminster Branch
Linden Thibault
Burquitlam Branch
Lindy Homenick
Sunwood Square Branch
Mark Hepplewhite
Central City, Fleetwood or Surrey Centre Branch
Nami Kim
Grandview or South Granville Branch
Paul Heinrichs
Burquitlam Branch
Pouyan Hashemi
New Westminster Branch
Robby Rasoda
Central City, Fleetwood or Surrey Centre Branch
Sarb Sangha
Sunwood Square Branch
Tammy Thiesen
Fraser Valley
Agassiz Branch
Aquiles Rosales
Chilliwack Branch
Chad Chubaty
Agassiz, Chilliwack or Sardis Branch
Corilee Blanchard
Abbotsford or West Oaks Branch
Inder Thind
Abbotsford or West Oaks Branch
Marcus Van Reeuwyk
Mission Branch
Raj Purohit
Okanagan
Vernon Branch
Charmaine White
Mission Park, Penticton, Prospera Centre or Vernon Branch
Davion Hutchinson
Mission Park, Penticton or Prospera Centre Branch
Harsh Gajjar
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 are offered through Credential Asset Management Inc.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Westminster Savings Financial Planning Ltd., is a subsidiary of Prospera Credit Union offering financial planning, life insurance and investments.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Westminster Savings Financial Planning Ltd., is a subsidiary of Prospera Credit Union offering financial planning, life insurance and investments.