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It's never too early or too late.
Looking to start building wealth?
Questions about retirement,
business succession, or just
need a second opinion?
Contact us today!
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Ashley Hamilton
Insurance Specialist, Credential Financial Strategies Inc.
Investment Advisor, Credential Securities
With almost ten years of industry experience, Ashley prides herself on working with clients in every stage of building their wealth – from new investors, to business owners, to retirees and beyond, Ashley knows there is a plan for everyone, and it is never to early or late to get started. After relocating to Unity in early 2020 with her two children, Ashley has embraced our community by becoming an active member of the Kin Club and the Emergency Preparedness Committee. When she’s not at work, you can find Ashley researching the latest stock trends, going on adventures with her family, or exploring the new community she is happy to call home.
Contact Ashley today to talk about:
- Wealth management
- Retirement planning
- Insurance strategies
- Estate planning
- RRSPs, TFSAs, RRIFs, RESPs
- Investment portfolios
- Business succession planning
Crystal O'Brian
Co-ordinator, Credential Financial Strategies Inc.
Crystal is more than just the friendly face welcoming you as you enter our office, she is a crucial part of the team dedicated to growing your wealth. Crystal believes in making sure everyone knows the financial options available to them and their family, and she can help point you in the right direction no matter where you’re starting from. Crystal lives in Unity with her husband Shaun, three kids and dog Ruckus. Outside of work, Crystal is an avid volunteer in the community holding positions on several boards. When she’s not at the office or volunteering her time, Crystal is usually at a rink, pool or ball diamond cheering on her kids and their sports teams.
Crystal can help you with:
- Co-ordinating a meeting based on your schedule
- Questions about your current investment options
- Financial ‘health check’ reminders
- Deposits, withdrawals, RSP, TFSA
Credential Financial Strategies Inc. Insurance Options:
Life Insurance
Our Credential Financial Strategies Insurance Specialist can help you find the right combination of insurance that will provide security for you and your loved ones.
Critical Illness Insurance
Our Credential Financial Strategies Insurance Specialist can help you find the Critical Illness Insurance coverage that is right for your specific situation and needs.
Disability Insurance
Our Credential Financial Strategies Insurance Specialist can help you find the Critical Illness Insurance coverage that is right for your specific situation and needs.
*Mutual funds 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. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.