Since 1990, Howard has dedicated himself to helping his friends, family and scores of individuals throughout the region understand their financial choices regarding investment and insurance.
Having worked with three of the largest independent financial service companies in Canada, Howard’s experience has taught him that there’s no such thing as a “one size fits all” financial plan.
Before he recommends investment strategies or insurance options, Howard prioritizes getting to know his clients as individuals, so that he can better take into account their unique needs and priorities. That’s because he understands that wealth management is about more than dollars and cents; it’s also about peace of mind.
Kaitlyn is the most recent advisor to join the Credential Asset Management Inc. team at Lake View Credit
Union. Kaitlyn was born and raised in Dawson Creek and is now raising a family of her own in the Peace region.
She loves to teach others and help them develop the skills to thrive financially. Let her put her enthusiasm and tenacity to work helping you build wealth and secure your future.