Wealth Advisors

Ryan Fontaine,

B.Comm. (Hons.), CFP, FCSI, Credential Securities/Credential Financial Strategies Inc.

My over 20 years of experience in the industry is wonderful to have, especially when I can use it, together with the products and services to help my clients reach their financial goals; whatever they may be.

 

Whether it’s establishing a successful wealth-accumulation plan, or developing income-planning strategies, Ryan helps with the growth and the preservation of his clients’ hard-earned wealth. He continually remains focused on the long term success of his clients, staying on top of market trends while continually upgrading his skills. 

Let Ryan help you with:

  • in-depth financial planning
  • tax efficient income strategies
  • comprehensive investment and retirement planning
  • family and corporate wealth management
  • insurance protection strategies

Credentials

  • Bachelor of Commerce, (B.Comm. (Hons.))
  • Certified Financial Planner (CFP)
  • Financial Management Advisor (FMA)
  • Fellow of the Canadian Securities Institute (FCSI)
  • Wealth Consultant (WC)
  • Responsible Investment Specialist (RIS)

Contact

Credential Financial Strategies Inc.
200-900 Harrow Street East

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

 

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