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Meet Our Experts

Our Wealth Management team brings diverse expertise & knowledge to the complex financial needs of our members. Let us help you plan & map your future to achieve your financial goals.


Credential Financial Strategies Inc.

Jamie Vandenberg

   - Financial Services Officer
   - Mutual Fund Investment Specialist
   - Credential Asset Management Inc.

Vedang M. Patel

   - Financial Services Officer
   - Mutual Fund Investment Specialist
   - Credential Asset Management Inc.

Karianne Soppit

   - Financial Services Officer
   - Mutual Fund Investment Specialist
   - Credential Asset Management Inc.

We are ready to help you make the right decisions.
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Mutual Funds
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Retirement Planning
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Qtrade Direct Investing ™
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Insurance
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Estate & Trust Services
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Investments
Investment Planning Calculators
Retirement Calculators can help you figure out the timelines to achieve your retirement goals. Use this calculator to learn how much you need to save to retire comfortably in the future.

Talk to one of our Financial Specialists to learn more.
Retirement Calculators Contact Us

When you have a specific goal in mind...

Every goal starts with a plan, especially a financial goal. A Financial Planner can help by first understanding your goals - no matter where you are in life - then building a plan with you to meet them.
Contact Us

When your financial picture is more complex...

You've worked hard to build wealth for yourself and your family. Now, how do you ensure you can protect, grow, and pass it along? You may benefit from the comprehensive Wealth Management Services available at Rocky Credit Union.
Contact Us

When you want to be tax smart...

Not all investments are the same. Benefit from tax-smart investing options with a registered plan to suit your unique goals.
Contact Us
Wealth Insights for Business Owners
Business owners invest so much into their businesses - emotionally, physically, and financially. With so much invested and at stake, it is important that your business is set up to succeed.

Contact a Certified Financial Planner today to help your business achieve the goals you have set forth.
Business Investments
Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently  and past performance may not be repeated.

Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.  Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities
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