Investing With Advice
Investment Planning can be puzzling!
North Peace Financial Planning Services provides access to investment options for wherever you are, with products that suit your customized needs.
Our Specialists use different investments to help you achieve your financial goals. Call 250-787-0365 or email firstname.lastname@example.org to book an appointment today.
- Mutual Funds through Credential Asset Management
- Private Pools
- Segregated Funds
- Efficient Tax Structuring
*Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
North Peace Financial Planning LTD.
Financial planning is about more than investments. It's about determining your life goals and suitably managing your financial affairs so that you can achieve these goals. At North Peace Financial Planning Services Ltd., we can help you find the best path to achieving your goals.
North Peace Financial Planning Services Ltd. is a subsidiary of North Peace Savings and Credit Union offering financial planning, life insurance and investments.
As Wealth Advisor, Christina is excited to have the opportunity to support members and clients with sound investment advice that will allow them to achieve their financial goals. Christina’s ability to build a foundation of trust with members allows her to gain the insights and the understanding she needs to provide financial solutions no matter what stage of life a person may be in.
Christina is a licensed Mutual Funds Advisor. Whether you are saving for education, or planning for a comfortable retirement, Christina is here to help you make sense of all the investment strategies available to you and help you to think through your simple and complex financial decisions.
Tax Free Savings