Connect with Cheryl

Meet Cheryl

Cheryl has worked in the financial industry since 2006. She is currently an Investment Advisor Union at Credential Securities and has been helping credit union members with their full-service investing needs for many years.
While Cheryl’s main goal is to help members lower their anxiety and stress around money and their financial future, her expertise and focus is broad, having a wide range of knowledge in the areas of financial literacy, retirement and estate planning, registered plans, investment advice, and pension transfers. Cheryl’s favourite part of her job is hearing her clients say: “I feel so much better about my finances now!”
Areas of expertise: Financial Literacy, Retirement Planning, Estate Planning, Pension Transfers, RRSP/RRIFs, TFSAs, RESPs, RDSPs, & Investment Advice (Mutual Funds, Stocks, Bonds, & ETFs)
Credentials: Certificate in Financial Services Advice (CFSA), Responsible Investment Specialist (RIS)
Spoken languages: English