In-Branch Wealth Services

Financial assessment

It just makes sense; in order to figure out where you're going, you need a clear idea of where you are, right now. Having the guidance of a professional, who can take an unbiased, objective look at your overall financial health, is critical in making smart, informed choices moving forward. Still make sense? Great, then come in and let's do a thorough financial assessment, together. 

Meet the team

Meet our Credential Asset Management team, who'll work with you to determine which types of investments best meet your specific needs and goals, for now and for the future.

In-Branch Professionals Branch Address
Agnes Balcerzak, Wealth Advisor True North Square Branch
Suite 100 – 223 Carlton Street
Cal Anger, Wealth Advisor Henderson Branch 
655 Henderson Highway
Cheryl Crowe, Wealth Advisor Portage at School Rd Branch 
3217 Portage Avenue

Gerald Achtymichuk, Wealth Advisor

St. James Branch
694 St. James Street
Gloria Nicol, Wealth Advisor Garden City Branch 
2211 McPhillips Street
Jane Czuboka, Wealth Advisor Charleswood Branch 
5930 Roblin Boulevard
Jesse Funk, Wealth Advisor Pembina and Bairdmore Branch
2659 Pembina Highway
Lisa Matwyko, Wealth Advisor Harrow Branch 
100-900 Harrow Street East
Mike Tarabalka, Wealth Advisor   St. Vital Branch 
1210 St. Mary’s Road
Trenton Mochnacz, Wealth Advisor   Tuxedo Branch 
620 Sterling Lyon Parkway

Mutual funds and financial planning are offered through Credential Asset Management Inc. 

®Credential is a registered mark owned by Aviso Wealth Inc.


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