Credential Financial Strategies - Canora, SK

We would like to welcome Crystal Reine as our new CFS Coordinator!
Crystal lives in Canora with her 3 kids Brooklyn, Brenna, and Mason.
When she’s not at work, Crystal loves spending time with family and friends, being active and volunteering in the community.
Crystal is excited to join the team and is looking forward to working with the staff and meeting new clients.
We look forward to getting to know you better Crystal! Welcome aboard!

For financial planning, our office is always your BEST BET!

On behalf of our team, we wish you a very happy holidays and all the best in the new year!

Help keep yourself, your family, and your savings protected with flexible, affordable health and dental insurance.

And for a limited time, your application could win you up to $13,000 in gas or groceries. Contact us to learn more!

https://videos.manulifeinsurance.ca/watch/8NQKSygGWgAXEbckLvjYWt?utm_source=video&utm_medium=web+page&utm_campaign=health+and+dental

Wishing our Financial Planner Kerrie Masley-Smith a very Happy Work Anniversary!

Kerrie has been providing the clients of our office with financial confidence through her advice for the last 6 years. We are incredibly lucky to have her expertise and to experience her many talents on a daily basis.

Congratulations Kerrie! And thank you for all of your efforts!

It’s Back to School season!

Learn the ins and outs of the RESP and education savings with Aviso Wealth Inc.’s Tax & Estate Specialist, Doug Carroll. See details below.

Webinar topic: RESPs and education savings
Date & Time: Tuesday, September 27, 2022 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth
Platform: Zoom
Cost: Free!
Sign up ➡️ https://bit.ly/3RpCBXi

Credential, in partnership with Crossroads and other credit unions across Canada, is proud to offer the following webinar. We encourage you to sign up for this insightful talk if this is of interest to you!
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Webcast topic: Planning for cottage and cabin succession
Date & Time: Tuesday, May 31, 2022 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Session 1: 10am Saskatchewan Time - https://aviso-ca.zoom.us/webinar/register/1116512666460/WN_St3KnZkiRfyZ-VRBWSeu4w

Session 2: 1pm Saskatchewan Time - https://aviso-ca.zoom.us/webinar/register/3916512683631/WN_FGtAE7TVS7WX-r0XDX172g

As we approach the Summer holidays, we look forward to spending quality time at the cottage or cabin with family. For many of us, the family cottage or cabin represents much more than a vacation home: it’s a sacred place filled with cherished memories.

A word to the wise: this strong emotional attachment we feel towards the family cottage or cabin can translate into challenging circumstances if we do not properly plan for its succession.

Join us for a 45-minute webinar where Aviso Wealth Tax & Estate Specialist, Doug Carroll, looks at interpersonal, tax and legal challenges related to cottage and cabin succession. Doug will also offer some insurance options with the goal of helping protect family wealth and preserving family harmony.

Register today!

We are proud to host this special event in partnership with Aviso Wealth.
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.

Today marks 6 years of Darcy being at our CFS office!

Thank you for your efforts and for all that you bring to the office!

The 2022 Federal Budget was released yesterday and here is a summary of the changes coming forward by Aviso Wealth:

🤞Here's hoping 2022 isn't a COVID "Hat Trick" for Christmas next year🤞

HAPPY (🏒Hockey🏒) HOLIDAYS from our CFS office to all of you and your families.!

🎄Merry Christmas and all the best to you in the New Year!🎉

Please note our upcoming schedule for the holidays.

Season's Greetings and all the best for a Happy New Year!