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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.
*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.
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.
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.
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.
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