Wealth Advisors

When it comes to your investment portfolio, our wealth advisors are here to offer expert advice that will make your money work harder for you. They will work with you to complete a needs based analysis, provide comprehensive investment services, retirement planning and protection strategies to meet your individual financial needs and goals. Our wealth advisors can offer a wide variety of investment products through our partnership with Credential Securities. They are excited to work with you, turning your financial goals into reality.

Scott Cassidy, B.A., CFP®, CIM
Wealth Advisor
Credential Securities
Swift Current
306.741.6219
IIROC AdvisorReport

Andy Garvik, BComm, CIM, FCSI
Wealth Advisor
Credential Securities
North Battleford
306.490.8218
IIROC AdvisorReport

Dana Rissling
Wealth Advisor
Credential Securities
North Battleford
306.490.8058
IIROC AdvisorReport

Roy Schultz
Wealth Advisor
Credential Securities
Swift Current
306.750.9069
IIROC AdvisorReport

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
 

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From the desk of our CEO

Federal Continuance

For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

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