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Wealth Management
Our Wealth Management Specialists provide you with everything you need to establish a sophisticated, competitive and growth-oriented investment portfolio.
- Access proprietary funds that focus on responsible investing with a Mutual Fund Investment Specialist with Credential Asset Management Inc.
- Learn about the best insurance solutions to fit your circumstances and protect what matters most with an Insurance Advisor with Credential Financial Strategies Inc.
- Enjoy full-service advice and planning for any stage of your life.
- Employ Qtrade online brokerage services to self-direct a portion of your portfolio.
Looking for guidance?
Get the wealth management solutions that fit your goals
Investment & Retirement Services
Credential Asset Management's comprehensive lineup of mutual funds*, managed solutions and separately managed accounts is designed to meet the goals of every investor.
Insurance Solutions
Credential Financial Strategies Inc.'s insurance services provide a full range of insurance solutions** to meet the personal and business insurance needs of clients, featuring products from Canada’s top insurance carriers.
Estate & Legacy Planning
Your advisor will listen, assess your distinct needs and help you put together a plan ensure your loved ones continue to enjoy the life they deserve.
Qtrade Investor Online Brokerage***
You'll love Qtrade Investor's easy-to-use online and mobile trading platforms, low commissions and independent research tools. And when you need help, count on outstanding client support.
For your financial health and peace of mind.
Britney Kjemhus, PFP®, RIS
Wealth Advisor
Credential Asset Management Inc.| Credential Financial Strategies Inc.
Britney started in the financial services industry in 2008 as she was drawn to helping others, moving into a Mutual Fund Representative role in 2009.
Through her experience and training she discovered the joy of educating and assisting others with savings and investing goals. In 2012 she completed the educational requirements, experience and proficiencies obtaining the designation of Personal Financial Planner. Each year Britney completes continued education to remain current and knowledgeable, in addition to abiding by a strict code of ethics putting clients’ needs first.
Having a family of her own she knows how important it is to find balance. Balance between life, now and in the future, and the balance that comes from making sure finances are in line for success. Britney takes pride in taking the time to get to know you and your financial situation - making sure to create a plan alongside you that best suits your needs. While money isn’t everything, many things in life that you want to achieve do require it. Britney's here to help you steer in the right direction to reach your goals.
Fawn Tessier, PFP®, QAFP®
Wealth Advisor
Credential Asset Management Inc.
*Mutual funds are offered through Credential Asset Management Inc.
**Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
***Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Those companies are members of Aviso Wealth Inc.
Your How-to Hub
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RRSP vs. TFSA
Whether you're new to the savings game or a wily old veteran, getting and staying on top of how you maximize your savings can be a considerable undertaking.
RESPs 101
Your child's dreams should never be limited by financial constraints. Opening an RESP is a great way to begin saving for your children's education.
Mutual Funds 101
Simply put, a mutual fund is a financial product that individuals can buy into alongside other investors. The pooled money is then invested in securities like stocks, money market funds, bonds, real estate funds and other assets.
Have questions?
We're here to help.
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