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Speak to one of our Wealth Specialists today to find out if mutual funds are right for you!
Dawn Perrin
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 768-1408
Dawn.Perrin@diamondnorthcu.com
Karissa Little
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 768-1407
Karissa.Little@diamondnorthcu.com
Karla Morris
RIS, Insurance Advisor/Investment Advisor
Credential Financial Strategies Inc. & Credential Securities
Credential Financial Strategies Inc. & Credential Securities
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(306) 862-8160
Karla.Morris@diamondnorthcu.com
Laurell Lloyd
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 724-8376
Laurell.Lloyd@diamondnorthcu.com
Sheri Baker
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 765-1323
Sheri.Baker@diamondnorthcu.com
Tanya Hamilton
Wealth Specialist
Diamond North Credit Union
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(306) 862-0736
Tanya.Hamilton@diamondnorthcu.com
Trina Holmes
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 862-0747
Trina.Holmes@diamondnorthcu.com
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More Investment options:
Invest Automatically with a Pre-authorized Contribution (PAC)
Setting up an automatic payment makes 'paying yourself first' incredibly easy! You can have a set amount paid into your mutual fund every pay day, or monthly, or on any schedule of your choice!
Why see a Wealth Specialist?
Enlisting the help of a Wealth Specialist is an effective way to ensure your financial goals, as well as your overall financial health, are on the right track.