MoneyWorks Fact Sheets

Meet Robert Fournier

Wealth Management

Is it Time to See a Financial Advisor?

A personal questionnaire: Four reasons to work with a financial advisor.


EKC MoneyWorks Financial Advisor – Cranbrook

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.

MoneyWorks’ David McCracken and John McPhee Receive ‘Top 25 Advisors’ Award



June 6, 2017
– Kootenay Boundary, BC - Dave McCracken of EKC MoneyWorks (East Kootenay Community Credit Union) and John McPhee of GFCU MoneyWorks (Grand Forks Credit Union) were two of the seven CUSO Wealth Advisor recipients who received the Qtrade Top Advisor Award for the year 2016 from over 600 wealth advisors.

In addition to meeting the qualifying sales threshold for the award, recognized advisors also have to pass a rigorous best practice review – including evidence that they:

  • Employ sound sales processes and business practices for outstanding results
  • Ensure relevant investment/financial planning and advice
  • Consistently deliver a great member experience
  • Are aware of and responsive to regulatory and compliance requirements and
  • Demonstrate leadership and collaboration within their organization

Jay Corrado, MoneyWorks General Manager and CUSO CEO stated, “It is a great honour to be recognized amongst a group of your peers from all across Canada. We are proud of our advisors and their dedication to their clients. Since the MoneyWorks partnership in 2013, we continue to evolve, finding meaningful ways to support clients from our communities and our credit union partners.”

Both McCracken and McPhee were congratulated for consistently offering advice that is in the best interest of their clients, their mentoring of associate advisors and their dedication to excellence. This is the third consecutive year that both McCracken and McPhee have received this award.

John McPhee has twenty-two years of financial management experience. His career started out of pure personal interest. His natural talent for evaluating the current situation and designing creative solutions was combined with his formal education. Today McPhee helps people find ways to identify and achieve the financial goals that are most important to them and their family.

John McPhee
John McPhee

David McCracken has worked in the management and financial services industry for twenty-five years. His passion for helping people understand and achieve their financial goals through a full range of investment that include stocks, bonds, mutual funds, segregated funds, as well as professionally managed portfolio solutions. Along with being able support their need for life, disability, critical illness, and long-term care insurance solutions.

David McCracken

David McCracken

The awards were recognized at the CUSO three-day workshop held this May in Kelowna, BC. It included over 20 advisors who took part in training and an inspiring lineup of speakers including Hugh Culver (hughculver.com) Beth Hanishewski (mindsetcoaching.com) and Sherri Ostropolski (mindsetconsulting.com).

Credit unions and their partners have received numerous other awards for the delivery of service, client satisfaction and trusted advice. For the past nine years, credit unions in Canada have been recognized for delivering the ‘Best of Financial Planning and Advice’ by IPSOS National Best of Banking Awards.*

Jody Burk, CEO of East Kootenay Community Credit Union (EKC) and Chair of MoneyWorks stated, “At EKC, we work to maintain a loyal and trusted connection with our members, and clients built from a foundation of mutual values and expectations where our clients see the benefits. The MoneyWorks advisors demonstrated these values.”

MoneyWorks is the largest financial planning and wealth company in the Kootenay's providing a full complement of investment options, insurance and estate planning to help ensure that personal and corporate goals are met, now and in the future. Nelson and District Credit Union, Grand Forks Credit Union and East Kootenay Community Credit Union partner together with Kootenay Savings.

MoneyWorks is a partner in CUSO Wealth Strategies Inc., a specialized wealth management and leadership company formed in 2012 by like-minded credit unions. The wealth management team, like their credit union partners, build their success on supporting members to achieve their financial goals with advice based on their needs.

-30-


L-R - Mark Pike, Steven Brar, Karen Fox, Dave McCracken, John Georgescu, Alex Albrecht and John McPhee

*Ipsos 2016 Best Banking Awards are based on ongoing quarterly Customer Service Index (CSI) survey results. Sample size for the total 2016 CSI program year ended with the August 2016 survey wave was 47,305 completed surveys yielding 67,678 financial institution ratings nationally.

0948859 B.C. LTD. doing business as EKC MoneyWorks, GFCU MoneyWorks, and NDCU MoneyWorks

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. Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.


For more information, contact:
Jay Corrado CFP CLU
General Manager, CUSO Wealth Strategies Inc
250-980-4518

Enhanced Partnership Collaboration – Alberta and British Columbia Canada – Summer/Fall 2015

September 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.
jcorrado@cuwealth.ca

Together Through Life

Our experienced financial advisors 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 are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

0948859 B.C. LTD. doing business as EKC MoneyWorks

 

Find Branch/ATM

Enter address, postal code or branch name