Thursday June 29, 2017 

 

Community News

Recognizing Hard Work

Fraser Valley money managers top Qtrade's list

Tashon Ziara, Abbotsford PCU

 

Clive Agyar (l) and Francisco Dias from Prospera Credit Union Langley.

 

rospera Credit Union, which serves 63,000 members in communities throughout BC, was founded on the belief that everyone deserves financial well-being—and the truth is, it’s not that difficult to achieve, especially if you get good advice.

The credit union is very excited to share that eight of it’s Wealth Advisors have been named to Qtrade’s Top Advisor Program for 2016. This is a great distinction awarded to advisors who not only achieve outstanding results, but more importantly, consistently exhibit sound sales and business practices.

Practices that include providing relevant investment/financial planning advice; implementing appropriate risk management based on the member’s needs and goals; and adherence to regulatory and compliance requirements; all of which are necessary components to deliver an excellent member experience.

Congratulations to:

•  Tina Gustafson, Wealth Management Specialist, Abbotsford

•  Francisco Dias, Senior Manager, Wealth and Financial Planning, Langley

•  Charmaine White, Senior Manager, Wealth and Financial Planning, Vernon

•  Ammie Miller, Wealth Management Specialist, Mission

•  Jeff Olensky, Investment Specialist, Kelowna Mission Park

•  Clive Agyar, Wealth Management Specialist, Langley

•  Shaun Ludwar, Senior Manager Wealth and Financial Planning, West Oaks (Abbotsford)

•  Nami Kim, Wealth Management Specialist, Surrey Centre

Prospera’s Wealth Management Specialists have a wide array of industry credentials and financial planning and investment management experience, all designed to help members achieve their financial goals. At the end of the day, however, it is the long-term, trusting relationships that advisors build with members that really make a difference in their financial well-being.

It can be difficult to find a balance between planning for the future and living the life you want right now. Through its partnership with Qtrade, Prospera recently introduced a new Personal Investment Plan (PIP) that significantly simplifies the discovery and wealth recommendation process for our members, making it easier than ever for them to get started with a financial plan. Contact a Prospera advisor to find out more.

About Prospera Credit Union

Building on more than 70 years as a BC credit union, Prospera is proud to serve a membership that is 63,000 strong. As a values-based financial institution, our number one priority is the financial well-being of families and businesses in our local communities and our dedicated team serves all of their banking, lending, investing and insurance needs through sixteen branches; online and mobile banking and an alternative channel that includes a locally-based Contact Centre and Broker Centre.

 

Through our affiliation with The Exchange network, members also enjoy access to thousands of surcharge free ATMs across Canada (that’s right, no ATM fees). Making life better for everyone is important at Prospera, which has an extensive community investment program devoted to supporting the organizations, events and volunteers that make our BC communities stronger. To learn more, check out Prospera’s Facebook page or visit www.dontjustbankprosper.ca.

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.

 


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