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Mutual Funds

Benefit from holistic mutual fund advice to support your goals, delivered by our experienced local investment specialist. 

 

 Meet your mutual fund investment specialist

 

Adrianna Gorenc

​East Kootenay Community Credit Union
​Qtrade Asset Management

​I’ve been helping clients simplify their financial world since 2011. 

Why I love what I do

As a child, I thought I would be a teacher. In 2011, my career changed when I met with a financial institution while working with the local newspaper. The financial institution offered me a job as a Financial Service Representative. I learned a lot very quickly and found I was passionate about helping clients become more educated with their finances.

​I saw the positive impact I was having on clients and their families as I now had the tools and the ability to help them with everything from buying their first home to saving for retirement, from starting an education savings plan for their children to legacy planning and managing a loved one's estate. My clients' financial success motivates me to do my best and continue building on my education and tools. 

In early 2012 I became a Licensed Mutual Funds Representative after completing the Investment Funds in Canada course.

I joined East Kootenay Community Credit Union (EKC) and Qtrade Asset Management as a Branch Services Work Leader and Mutual Fund Investment Specialist in February of 2020. I bring my knowledge and my determination to continue helping members find financial security by enhancing their financial wellbeing. 

Giving back to our community
My family believes strongly in giving back to our community. Sometimes it is just in small ways, like helping an elderly neighbour get groceries. Other times the giving back is more significant, like hosting a financial literacy course. 

More about Adrianna
​I was born and raised in the Prairies. I moved to Sparwood, BC, in 2019 and my family and I have called this beautiful place home ever since. We plan to call British Columbia our home for many, many more wonderful years to come.

 

Enjoy the benefits of working with Adrianna

Adrianna is committed to providing: 

  • Personalized support, striving to get a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
  • Clear guidance, explaining the implications of the strategies and solutions she recommends.
  • Steady contact, updating you often by email, mail or phone and meeting with you regularly to review your plan and portfolio.
  • Holistic advice, always putting your best interests first in everything she does.
 

​Ready to put the power of mutual funds to work for your portfolio?

Get in touch! Adrianna will be happy to discuss your goals and help you put together a personalized strategy to achieve them.

 

​Maximize the tax benefits of our registered plans

From RRSPs to TFSAs, we offer a range of tax-sheltered investment plans to help you save for your big goals. 

 

​Take advantage of guaranteed returns

​There’s nothing more satisfying than watching your hard-earned money grow. EKC offers a full range of secure GICs, from short to long term, at highly competitive rates.

 

Helpful resources

​Compound Interest 101

​Learn how compound interest helps maximize your money.

​Understanding Investments

​Explore the different investment solutions you can use.

​Saving for retirement

​Learn the good money habits that help you retire stress free.

​Check out our Learning Centre

​Get helpful tips, free resources and more!

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