Stocks, Bonds and Other Investments

Full Service Brokerage - Credential Securities

A full service brokerage means you have access to a full range of investment solutions, including stocks, bonds and mutual funds with advice from investment professionals. 

Our Services Expand/Collapse

Our partner Credential Securities offers a full service brokerage service that includes:  

Premium wealth services

  • Comprehensive financial planning by a Certified Financial Planner professional (CFP®)
  • Access to the expertise of our wealth services team
  • Corporate investment strategies
  • Business succession planning
  • Consultation with tax experts
  • Will and estate consultation
  • Family wealth management

Money management

  • Ongoing personal advice
  • Brokerage Services
  • RRSP, RRIF, TFSA, RESP
  • Managed solutions for high net worth investors
  • Stocks, Bonds, Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Guaranteed Investments Certificates (GICs)
  • Buy/sell recommendations
  • Tax reduction strategies
  • Portfolio monitoring
  • Portfolio re-balancing
  • Automatic contribution/withdrawal plans
  • Electronic funds transfers

Report and review

  • Monthly statements when trading activity occurs
  • Quarterly performance reporting
  • Annual consolidated tax reporting
  • Regularly scheduled portfolio reviews

CredentialOnline.com

  • Secure 24/7 account access and a consolidated view of all your investments
  • You sign up for Electronic statements archived for seven years when eServices

Our Experts

If it looks like someone spilled a box of Alphabets after the names our Wealth Advisors; it's because they have numerous industry-recognized credentials, designations and education.  Simply put, it means when they talk investments, they know what they are talking about!  And not just investments, financial planning, estate and trust consultations, business succession planning and more for even the most seasoned investors and complex financial situations.

Our Local Experts

Sean Purdue

CFP®, FCSI, CIWM, CIM
Wealth Advisor | Credential Securities
T 306 842 9554
sean.purdue@weyburncu.ca
IIROC AdvisorReport

Sean

Tony Gill

BBA, WC, CFP®
Wealth Advisor | Credential Securities  
T 306 842 9571
tony.gill@weyburncu.ca
IIROC AdvisorReport

Tony
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
 

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