Wealth Management

Make the most of your investments with a personalized wealth management strategy designed to meet your current needs and future goals. Our wealth management team has the experience and knowledge to recommend the right options to diversify your investments and make the most of your hard-earned money.

Whether you are new to wealth strategies or are looking for an expert opinion, we can assist with everything from portfolio reviews and wealth protection strategies, to estate planning and retirement savings. We also offer mutual funds, business succession planning, segregated funds and annuities, and insurance. No matter where you are in your investment planning journey, we’re here to help. Set up an appointment with a Wealth Consultant today.

Helder Sousa, PFP, RIS
Investment Specialist
Tel: 204.924.5361

Kevin Tillberg, RIS
Financial Advisor, Credential Financial Strategies
Tel: 204.949.7738


Find Branch/ATM

Enter address, postal code or branch name