Our Wealth Team

 

Discussing finances can sometimes be intimidating, but it doesn't have to be. Our team of Advisors would love to sit down with you, regardless of your financial situation, to discuss a realistic and customized plan to help you achieve your financial dreams. Our dedicated team of Advisors boasts a wide range of skills, experience and education to better serve our members. 

Connect with us today!

Click on any of the pictures below to learn more about our team of Advisors.

 

Investment Advisors 

Linda Larouche

Investment Advisor, Credential Securities Inc.

Serving St. Catharines, Welland and Dunnville

Margaret Peters

Investment Advisor, Credential Securities Inc.

Serving Niagara Falls, Fort Erie and Fonthill

Financial Advisors 

Lisa Alfarano

Mutual Funds Investment Specialist, 
Credential Asset Management Inc.
Niagara Falls

Mike Bertrand

Mutual Funds Investment Specialist, 
Credential Asset Management Inc.
Niagara Falls

Claudia Bragdon

Mutual Funds Investment Specialist, 
Credential Asset Management Inc.
Dunnville

Mark Bolduc

Mutual Funds Investment Specialist, 
Credential Asset Management Inc
Welland

Stephen Cooper

Mutual Funds Investment Specialist, 
Credential Asset Management Inc
St. Catharines

Marnie Hannahson

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Niagara Falls

Chris Heckley

Mutual Funds Investment Specialist, 
Credential Asset Management Inc.
St. Catharines

Jessica Lymburner

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Dunnville

Keith Maxim

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Fort Erie

Keith McConkey

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

St. Catharines

David Muirhead

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Dunnville

Matt Price

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Fort Erie

Adam Rempel

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Fonthill

Jim Risko

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Niagara Falls

Marlena Stadnik

Mutual Funds Investment Specialist, 
Credential Asset Management Inc

Welland

*Mutual funds and financial planning are offered through Credential Asset Management Inc. and mutual funds, financial planning and other securities are offered through Credential Securities Inc. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.