Meet Our Experts

Our Wealth Management team brings diverse expertise & knowledge to the complex financial needs of our members

Let us help 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.

Karianne Soppit

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

Taya Belder

 Financial Services Officer

Whether you are getting started, prefer to work with an experienced advisor, or want to invest for yourself not by yourself, we are ready to help you make the right decisions

Investment Planning Calculators
Retirement Calculators will assist in goal achievement options and timelines. 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
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.
Be tax smart - invest wisely
Not all investments are the same.
Benefit from tax-smart investing options
with a registered plan to suit your unique goals. 
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.
Wealth Insights with 
Focus on 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 the business is set up to succeed!!

Contact our certified financial planner today to help your business achieve the goals you have set forth.
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
This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.