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EKC MoneyWorks in Cranbrook (wholly owned subsidiary of East Kootenay Community Credit Union), is looking for an entrepreneurial minded professional financial advisor with a passion for helping individuals and families achieve and succeed with their financial and retirement goals.
More information here.
Enhanced Partnership Collaboration – Alberta and British Columbia Canada – Summer/Fall 2015September 15th 2015
1st Choice Savings and Credit Union, Lakeland Credit Union and Mountain View Credit Union are very pleased to announce the increased scope of InStride Resources Ltd with a new wealth management collaboration.
Preliminary work began on April 2, 2015 at all three Credit Unions to prepare for a full strategic and operational implementation of the collaboration in the third quarter of 2015.
InStride Resources Ltd is a jointly owned CUSO (Credit Union Services Organization) and funded by the three Credit Unions. Since its formation in 2012, InStride has been focused on establishing the organization and determining which functions could benefit by pooling resources and leveraging various strengths. While the primary area of focus has been Information Services and more recently Regulatory Compliance, increasing efficiencies enhancing service levels and maximizing a return in wealth management was an opportunity not to be missed.
In the spirit of collaboration, the InStride partners are now shareholders in CUSO Wealth Strategies Inc. from British Columbia. CUSO Wealth Strategies Inc. was formed in 2012 and includes six shareholder credit unions from across the Province. The CUSO provides strategic leadership and operational management services to its shareholders.
The participating BC Credit Unions include Sunshine Coast Credit Union, Summerland Credit Union, Osoyoos Credit Union and EKC MoneyWorks (East Kootenay Community Credit Union) NDCU MoneyWorks (Nelson & District Credit Union) and GFCU MoneyWorks (Grand Forks Credit Union)
Chair of the Board for CUSO Wealth, Mr. Jody Burk (CEO EKC) was very pleased to see the current CUSO expand into Alberta. “We are collaborative organizations who firmly believe that in order to meet the current and future needs of our membership, it is imperative that we continue to explore opportunities like this”. Pierre Amyotte (CEO Lakeland CU) represents InStride on the CUSO Wealth Board. “To stay local, we believe we need to think bigger behind the scenes. CUSO Wealth Strategies gives us an opportunity to do both”.
For more information about InStride please contact:
Brian Kinahan, CEO 1st Choice Savings and Credit Union
Pierre Amyotte, CEO Lakeland Credit Union
Bob Marshall, CEO Mountain View Credit Union
To learn more about CUSO Wealth Strategies Inc. please contact:
Jay Corrado, CEO CUSO Wealth Strategies Inc.
Together Through Life
Our experienced financial planners are here to help you meet your life goals.
We have a full complement of investment options at our disposal allowing you to establish a suitable portfolio that takes into account your objective, risk tolerance and time horizon.
We recognize the value and importance of integrating insurance and estate planning into your overall financial and estate plan. We will help ensure that your personal and corporate goals are met, now and in the future.
Bring your dreams, we'll provide the coffee.
Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
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