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EKC MoneyWorks

Access comprehensive, customized financial planning and investment support to help you meet your life goals. 

Financial Health Survey
 

How EKC MoneyWorks can help you

  • ​Investment Management – Invest well with your unique lifestyle needs in mind
  • Financial Planning – Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
  • Business Planning – Protect your business or plan your succession strategy
  • ​Retirement Planning – Build a retirement plan tailored to you
  • Estate Planning – Create an estate plan that reflects your values 
  • Insurance Planning – Create peace of mind knowing your loved ones are protected by insurance
 

​Talk to one of our experienced financial advisors​

David L McCracken

​Investment Advisor | Qtrade Advisor
Life Insurance Advisor | EKC MoneyWorks

T 250.426.6694

TF 866.533.5533

F 250.426.2250

E dmccracken@ekccu.com

Colleen Andersen

​Administrative Coordinator
EKC Money Works Investment Representative | Qtrade Advisor

T 250.426.6694

TF 866.533.5533

F 250.426.2250

E candersen@ekccu.com

Make the most of mutual funds

​Mutual funds are a great way to diversify your portfolio, with many different categories to choose from. 

 

​Protect what matters most to you

​From your home and car to your new business or next vacation, our partner Kootenay Insurance Services offers the personalized insurance coverage you need to protect what matters.