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Wealth Management team

Meet our Wealth Management team

Do you want to start investing? Are you looking to diversify your portfolio?  Maybe you want to know what it will take now to retire the way you want to later?  Well,  this is the team who can help you figure it all out.

With a wealth of experience between them, Ashlee, Firdows and Shayne can help you with all of your wealth management and investing goals.

It's never to early to start saving. So, get in touch with one of our experts today and start living rich, your way!

Credential Asset Management Inc.

Contact your local Credential Asset Management Inc. Mutual Funds Investment Specialist:

Ashlee Taylor

Ashlee Taylor

Manager of Wealth Management
Noventis Credit Union

Wealth Advisor

Credential Asset Management Inc.

(204) 953-2327
ataylor@noventis.ca

Shayne Williams

Shayne Williams

Wealth Management Associate
Noventis Credit Union

Mutual Fund Investment Specialist
Credential Asset Management Inc.

(204) 915-8734 (cell)
swilliams@noventis.ca


Credential Financial Strategies Inc.

Contact your local Credential Asset Management Inc. Wealth Advisor:
Firdows Sherzoi

Firdows Sherzoi CFP®

Financial Planner
Credential Financial Strategies Inc.

Wealth Advisor
Credential Asset Management Inc.

(204) 953-2332
(204) 641-1273 (cell)
fsherzoi@noventis.ca
Credential Financial Strategies Inc. offers Financial Planning, Life Insurance and  Investments to members of Credit Unions and their communities.

Investment Mutual Funds are offered through Credential Asset Management Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securites and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.