Our Team

Robert Fournier, CHS, CPCA

Investment Advisor (Mutual Funds) | Qtrade Advisor
Life Underwriter | EKC MoneyWorks

As a leading edge advisor, Robert is a qualified member of the premier association of financial professionals, Million Dollar Round Table (MDRT). He is an insurance expert who specializes in life, risk management, disability, group, business, accident and sickness insurance.

  • licensed to sell mutual funds, segregated funds, life insurance, disability insurance, critical illness insurance, long term care and group benefit plans
  • qualified member of the Million Dollar Round Table MDRT
  • CHS - Certified Health Insurance Specialist
  • CPCA - Certified Professional Consultant on Aging

David L. McCracken

Investment Advisor | Qtrade Advisor | EKC MoneyWorks

An Investment Advisor can assist you in reaching your financial goals. This can be accomplished through the development and implementation of a financial plan incorporating investment, debt management, risk protection and estate management solutions.

Why David McCracken?

  • 25+ years of combined Management and Financial Services experience
  • Licensed to sell a full range of investment options including; Equities, Fixed Income, Mutual Funds, Segregated Funds and Professionally Managed Portfolio solutions
  • Licensed to sell Life Insurance, Disability Insurance, Critical Illness Insurance and Long term Care Insurance
  • Completed the Canadian Securities Course
  • Completed the Wealth Management Essentials Course
  • Completed the Canadian Insurance Course
  • Dedicated to continued education to improve knowledge and client experience

Community Involvement and Interests

  • Volunteer Assistant Coach in the British Columbia Community Football Association 2010 & 2011 (2010 BCCFA Pee Wee Division Provincial Champions)
  • Outdoor interests including fishing, skiing, mountain biking and travel

Why deal with the East Kootenay Community Credit Union and EKC MoneyWorks?

  • Local, member owned and controlled organization
  • Paid over $3,000,000 in dividends and patronage rewards back to members since 1998
  • Donated over $350,000 to community groups and sponsorships since 1994
  • Broad range of services to meet your financial needs

    What I Can Offer You

    • Investment planning
    • Insurance planning

    Jessica Bohn

    Jessica Bohn
    Associate Advisor
    EKC MoneyWorks Associate to Dave McCracken

    • general inquiries
    • assisting with the settlement of your estate
    • here to help

    From general inquiries to assisting with the settlement of your estate, our Administrative Support Team is here to help!
    Our friendly, knowledgeable staff will be your first point of contact should you have any questions about your account administration or to simply book an appointment.

    Jessica is no stranger to the financial servies industry, and takes pride in deliverying an exceptional client experience. With more than 4 years working at one of the major chartered banks, she knows the value of building client relationships based on trust.

    As an integral part the EKC MoneyWorks team, Jessica strives to maintain a high level of confidence with the clients she serves by ensuring every interaction is a positive one. Whether she is working with a new client or a valued long-term advocate, Jessica takes time to listen to their needs and resolve situations with unwavering confidence.

    Born and raised in the Elk Valley, Jessica has a love for anything outdoors. She enjoys hunting, fishing, hiking, biking, skiing and camping taking in anything the outdoors has to offer. You can be ensured that Jessica’s always baking or cooking something delicious up. She is very connected with the communities throughout the Elk Valley and is always volunteering or partaking in community fundraisers and events.

    EKC MoneyWorks’ David McCracken Receives ‘Top 25 Advisors’ Award

    David McCracken receives Top 25 award

    April 10, 2015 - Cranbrook, BC - EKC MoneyWorks is pleased to announce their advisor David McCracken has been recognized as a ‘2014 Top 25 Advisor’ from over 600 advisors Canada-wide by Qtrade Advisor.

    The ‘Top Advisor’ award is based on sound sales process and business practices, investment and financial planning and advice, consistently delivering a great member experience and risk management practices and adherence to regulatory/compliance requirements.

    David McCracken is based in Sparwood and serves clients from Elkford to Cranbrook. He notes, “I am very honoured. I believe my success is based on a genuine passion to assist my clients and work with them to help prepare for life’s financial events.” He has over 20 years combined management and financial services experience and is dedicated to ongoing learning. As an avid outdoorsman he loves fishing, quadding and skiing. David McCracken is an active volunteer in the community, currently holding positions on the Wapiti Ski Club Board of Directors and the Elkford Chamber of Commerce Board of Directors.

    EKC MoneyWorks is a partnership with East Kootenay Community Credit Union (EKC), GFCU MoneyWorks and Grand Forks Credit Union, NDCU MoneyWorks and Nelson & District Credit Union. They offer a full complement of investment options allowing clients to establish a suitable portfolio that takes into account their objective, risk tolerance, and time horizon.

    Jay Corrado, General Manager states, “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 grow and find ways to support clients from our communities and our credit union partners.”

    Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

     

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