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Wealth Management


You have our whole team behind you

Get knowledgeable, trusted wealth management advice.

Discover how working with our Securities and Credential® Asset Management Inc. and wealth management advisors to develop a personalized strategy could help you reach your financial goals today, tomorrow and for years to come.

ACU Wealth Management has access to a complete financial planning, including:

Investment Planning
Whatever your goal, we’ll create saving and investment strategies tailored to you.  We advise on the use of RESPs, RRSPs, RDSPs TFSAs, RRIFs, and Locked in Pension Plans.

Retirement Planning and Drawdown Strategies
We’ll help you develop a custom plan to meet your retirement goals and help with a drawdown strategy when you transition into your retirement.

Financial Planning
We’re experts in financial planning for your specific goals and dreams.

Tax and Estate Planning
We’ll provide advice and guidance on tax and estate planning.

Responsible Investing
Our wealth management advisors can help you invest in companies that align with your social, environmental or governance related values.

Meet our teams

Karen Di Quinzio

Director, Wealth Management
Assiniboine Credit Union

Karen Podgurnycormier

Wealth Compliance and Operation Manager
Assiniboine Credit Union

Robert Rusak

Senior Investment Advisor
Credential Securities

Victor Lopes

Senior Investment Advisor
Credential Securities

Justin McMahon

Wealth Advisor
Credential Asset Management Inc.

Adam Richard

Wealth Advisor
Credential Asset Management Inc.

Ryan Fontaine

Senior Investment Advisor
Credential Securities/Credential Financial Strategies Inc./ Credential Asset Management Inc. 

Joshua Henson

Insurance Specialist, Wealth Advisor.
Credential Financial Strategies Inc./ Credential Asset Management Inc. 

Jane Czuboka

Wealth Advisor
Credential Asset Management Inc.

Jesse Funk

Wealth Advisor
Credential Asset Management Inc.

Lisa Matwyko

Wealth Advisor
Credential Asset Management Inc.

Dragos Nina

Wealth Advisor
Credential Asset Management Inc.

Mike Tarabalka

Wealth Advisor
Credential Asset Management Inc.



Mutual funds are offered through Credential Asset Management Inc.


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Mutual funds and related financial planning services are offered through Credential Asset Management
Inc. Mutual funds, other securities and securities related financial planning services are offered through
Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered
mark owned by Aviso Wealth Inc.

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