Aldergrove Credit Union is pleased to announce that two of their financial planners have been recognized by Qtrade Financial as part of a group representing the top 5-10 per cent of national advisors.
Aldergrove Credit Union employees Steven Brar and Karen Fox were identified by Qtrade and validated by their Aldergrove Credit Union leaders.
This was based on strong evidence of:
• ensuring relevant investment/financial planning and advice;
• consistently delivering a great member experience;
• sales processes and business practices for outstanding results;
• being aware of and responsive to regulatory and compliance requirements; and
• demonstrating leadership and collaboration within their organization.
“I know Steven and Karen to be two incredibly dedicated individuals who provide a gold standard in financial planning,” explained Tracy Yolland, VP, Sales & Service.
“Our entire team is committed to building customized portfolio strategies and delivering quality advice to our valued members and clients – this recognition is well deserved and a testament to their hard work and dedication.”
Steven Brar has more than 16 years of experience helping his clients attain their goals. He worked to receive his Certified Financial Planner (CFP) designation in 2003 and now specializes in Retirement and Estate Planning. His extensive knowledge of the insurance industry helps to ensure his clients overall financial well-being is protected into the future.
Karen has worked in the financial services industry for five years, specializing in Retirement Income Planning, Accumulation of Wealth and Estate Planning. Karen earned her CFP designation in 2014, and finds that helping clients to uncover their needs and achieve their goals is both rewarding and fulfilling.
About Aldergrove Credit Union
Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley, offering personal and commercial banking, insurance and financial planning solutions to members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. The credit union has approximately 120 staff serving 18,000 members and operates six branches, three insurance offices, and three financial planning offices.
For more information, visit www.aldergrovecu.ca.