Wendy Daniels

Account Manager at Interior Savings

Wendy Daniels is a Mutual Funds Investment Specialist at Credential Asset Management Inc. with extensive experience in various financial roles. Wendy has worked as an Account Manager at Interior Savings, an Associate Consultant and Executive Assistant at Investors Group Financial Services Inc., a Mortgage Expert at Dominion Lending Centres, a Financial Advisor at CIBC, an Account Manager at Vancity Credit Union, and a Financial Advisor at Canada Trust. Wendy has also received education from the Canadian Securities Institute and UBC Sauder School of Business.

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Interior Savings

Interior Savings is a member-owned, democratically-controlled credit union dedicated to creating local money while helping to build vibrant communities. Since 2002, Interior Savings has returned $53.8 million to members through its Member Rewards Program and invested nearly $8 million in support of community programs. Interior Savings is a trade name of Beem Credit Union.


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Headquarters

Kelowna, Canada

Employees

201-500

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