Wealth Planners

Our wealth planners are here to help you build a solid financial plan that will achieve your financial goals while simplifying and maximizing your estate. They will work with you to complete a needs based analysis for preparing and customizing a financial and estate plan. Our wealth planners will provide advice/considerations in making decisions for the distribution of assets to your beneficiaries and heirs in an effective and efficient manner. It's very difficult to imagine leaving your loved ones behind, but it's worse to imagine leaving them unprotected. We can help.

Aleshia Andreas
Estate and Trust Specialist
Innovation Credit Union
Swift Current
306.741.3112

 

Laurel Fauth, CFP®
Wealth Planner
Credential Securities
North Battleford
306.446.9240

Michele White, CFP®
Wealth Planner
Credential Securities
Swift Current Branch
306.772.1743

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 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.

Caring Company