Credential Securities

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Jane Van Massenhoven in Winnipeg, MB offers financial planning services, with a focus on investment and retirement planning. The financial planner is dedicated to understanding each client's unique goals and crafting personalized strategies to help achieve financial success. Specializing in cash flow strategies, Jane assists in balancing financial priorities such as debt management and savings. She collaborates with clients to optimize investments, contributions to registered plans, and overall financial planning to secure their future. From retirement planning to legacy creation, Jane provides tailored guidance on topics like pension choices, estate planning, and tax-saving strategies. Clients can expect personalized assistance in navigating crucial financial decisions to ensure a fulfilling and sustainable financial future. Generated from the website content

Dan Neufeld, PFP-Financial Planner, RBC Financial Planning in Winnipeg, MB, offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on tailored strategies and expert advice, this firm assists clients in navigating the complexities of financial management and investment planning. Generated from their business information