Skip to main content

Credential Financial Services
Wealth Management

 

Our Wealth Management Specialists provide you with everything you need to establish a sophisticated, competitive and growth-oriented investment portfolio.

  • Access proprietary funds that focus on responsible investing with a Mutual Fund Investment Specialist with Credential Asset Management Inc.*

  • Enjoy full-service advice and planning for any stage of your life with Credential Securities.**

  • Employ Qtrade Direct Investing online brokerage services to self-direct a portion of your portfolio.***

Looking for guidance?

Get the wealth management solutions that fit your goals

 
Select Icon

Investment & Retirement Services

Credential Securities and Credential Asset Management's comprehensive lineup of mutual funds*, managed solutions and separately managed accounts is designed to meet the goals of every investor.

Select Icon

​Insurance Solutions

Credential Financial Strategies Inc.'s insurance services provide a full range of insurance solutions** to meet the personal and business insurance needs of clients, featuring products from Canada’s top insurance carriers.

Select Icon

​Estate & Legacy Planning

Your advisor will listen, assess your distinct needs and help you put together a plan ensure your loved ones continue to enjoy the life they deserve. 

Select Icon

Qtrade Direct Investing Online Brokerage***

You'll love Qtrade's easy-to-use online and mobile trading platforms, low commissions and independent research tools. And when you need help, count on outstanding client support.

 

For your financial health and peace of mind.

Select Image

Britney Kjemhus, CIM®, PFP®, RIS

Investment Advisor (Mutual Funds)
Credential Securities
Insurance Advisor| Financial Planner
Credential Financial Strategies Inc.

Britney started in the financial services industry in 2008 as she was drawn to helping others, moving into a Mutual Fund Representative role in 2009.

Through her experience and training she discovered the joy of educating and assisting others with savings and investing goals. In 2012 she completed the educational requirements, experience and proficiencies obtaining the designation of Personal Financial Planner. Each year Britney completes continued education to remain current and knowledgeable, in addition to abiding by a strict code of ethics putting clients’ needs first.

Having a family of her own she knows how important it is to find balance. Balance between life, now and in the future, and the balance that comes from making sure finances are in line for success. Britney takes pride in taking the time to get to know you and your financial situation - making sure to create a plan alongside you that best suits your needs. While money isn’t everything, many things in life that you want to achieve do require it. Britney's here to help you steer in the right direction to reach your goals.

Email Britney          Call Britney

Select Image

Fawn Tessier, PFP®, QAFP®

Wealth Advisor
Credential Asset Management Inc.

Fawn started in the financial services industry in 2014 after years in health care.  She decided that she wanted to help people with their financial futures and moved into a Mutual Fund Representative role in 2015.

After a year in the role, she decided that she wanted a more hands on approach in assisting clients.  She then began to educate herself further and received her designation as Personal Financial Planner.  Currently she is continuing her education in order to serve clients better and make sure that she is offering the best advice she can.  She is also continuously making sure that she is current by taking additional training to keep current and offer relevant advice to her clients.  She is making sure that she is always adhering to a strict code of ethics and make sure the client’s specific needs are always her priority.

Having a family and a busy life, she is very aware of how important it is to make sure you have the right people in your corner to help you as you journey through life.  Having a plan that helps you meet your goals financially will take one more thing off your plate.  Life is busy and we can’t all be experts in all things.  Fawn can meet with you and make sure that your financial present and future will lead you to where you would like to go.  A plan that evolves with you can relieve stress and let you focus on other priorities in your life.  Let Fawn partner with you to make sure you are ready for where life takes you and where you take your life.

 

Email Fawn          Call Fawn

*Mutual funds are offered through Credential Asset Management Inc. 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.

***Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademearks of Aviso Wealth Inc. and its subsidiaries. 


 

Your How-to Hub

RRSP vs. TFSA

Whether you're new to the savings game or a wily old veteran, getting and staying on top of how you maximize your savings can be a considerable undertaking. 

RESPs 101

Your child's dreams should never be limited by financial constraints. Opening an RESP is a great way to begin saving for your children's education.

Mutual Funds 101

Simply put, a mutual fund is a financial product that individuals can buy into alongside other investors. The pooled money is then invested in securities like stocks, money market funds, bonds, real estate funds and other assets.

 

Have questions?

We're here to help.

Copyright © 2020 Lake View Credit Union. All rights reserved.