Credential is part of the Aviso Wealth group of companies, including Credential Asset Management, Credential Securities, Credential Insurance Services and Credential Financial Strategies. Aviso Wealth and its subsidiary companies operate in the financial services industry, providing MFDA and IIROC dealer services, online brokerage and insurance solutions to credit unions and independent financial institutions across Canada. 

Banking

Insurance

Credential

Scott Cheney

Marcy Owen

Joanne McKinney

Denis Marcon

Jackie Lingard

Brenda Benn

Andy V. Pham

Amy Barrowman

Ali Raj Khowaja

Tekeste Birkie

Ronald Ko

Myroslava Fil ( Mira)

Montgomery Wong

Tom McCahon

Kevin Vanderheyden

Tom White

Shailesh Godse

Kim Ethier

The Investment Specialists team at Credential is dedicated to providing expert guidance on mutual fund investments and wealth management strategies. They support credit unions and independent financial institutions by offering tailored investment solutions, conducting market analysis, and ensuring compliance with regulatory standards. With a focus on customer education and customized financial planning, the team helps clients navigate their investment options to achieve financial growth and security.

Investment Specialists

Finance and Investments

Leadership Team

Investment Specialists

About

Team members

Other teams at Credential

Finance and Investments

Leadership Team