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Retirement Savings Plan (RRSP)
Save for your future retirement while reducing your tax today.
Education Savings Plan (RESP)
Save for your child’s education with a boost from government grants and deferred tax.
Tax-Free Savings Account (TFSA)
Save for any important purchase or goal completely tax free.
The Tax-Free First Home Savings Account (FHSA)
The Tax-Free First Home Savings Account (FHSA)
Owning your little corner of the world just got easier. Save for your first home and save on your taxes with an FHSA.
Retirement Income Fund (RRIF)
Generate a steady, predictable stream of retirement income with RRIFs.
AgriInvest
AgriInvest
Your AgriInvest account grows as you make deposits, receive matching government contributions and earn interest.
Disability Savings Plan (RDSP)
Disability Savings Plan (RDSP)
Tax-sheltering disability savings, with a government boost
Retirement Savings Plan (RRSP)
Save for your future retirement while reducing your tax today.
Education Savings Plan (RESP)
Save for your child’s education with a boost from government grants and deferred tax.
Tax-Free Savings Account (TFSA)
Save for any important purchase or goal completely tax free.
The Tax-Free First Home Savings Account (FHSA)
The Tax-Free First Home Savings Account (FHSA)
Owning your little corner of the world just got easier. Save for your first home and save on your taxes with an FHSA.
Retirement Income Fund (RRIF)
Generate a steady, predictable stream of retirement income with RRIFs.
AgriInvest
AgriInvest
Your AgriInvest account grows as you make deposits, receive matching government contributions and earn interest.
Disability Savings Plan (RDSP)
Disability Savings Plan (RDSP)
Tax-sheltering disability savings, with a government boost
Term Deposits
Invest with peace of mind that your returns are guaranteed.
Mutual Funds*
Diversify your portfolio with professionally managed funds.
Stocks and Bonds**
Choose from a variety of individual stocks and bonds to invest in.
This is the beginning of a beautiful partnership.
All about you
Your best interests always come first here. Because we run on principles rather than generating profit, our advice is based exclusively on enriching your financial well-being.
Dedicated experts
When you invest through Credential Securities or Credential Asset Management Inc., you have the backing of passionate, specialized experts who constantly work to enhance how they can support you.
Jargon-free support
Investing doesn’t have to be complex. We breakdown the jargon, explaining all your options so you can make informed decisions about what’s right for you.
Here to help
You won’t get lost in the shuffle at Weyburn. When you have questions, you’ll get answers fast from experts who tailor their advice to you.
Investing tailored to fit you.
Personal Advice
Take advantage of expert support to plan, monitor, and manage every aspect of your investment strategy.
Do-it-yourself investing
Invest for yourself anytime, anywhere with an award-winning trading platform: Qtrade Direct InvestingTM.
Digital, or Robo, Advice
Automate your investing with a simple digital service you don’t need to monitor or manage: Qtrade Guided Portfolios.
Private Wealth Solutions
Premium wealth solutions designed with you in mind. Exclusive to credit union members through Credential Securities.
Meet our wealth team & the service you can expect
Tony Gill,
BBA, CFP®, CIM®, CLU®, FCSI®
Wealth Advisor
Credential Securities
T 306 842 9571
Credential Securities
T 306 842 9571
Sean Purdue,
CFP®, FCSI, CIWM, CIM, CLU
Wealth Advisor
Credential Securities
T 306 842 9554
Credential Securities
T 306 842 9554
The service you can expect
from our Full Service Brokerage - Credential Securities*
Tony started with Weyburn Credit Union in 2008 and has since transitioned into a role with Credential Securities. He is a firm believer in lifelong learning and continuous professional development. He obtained a Bachelor of Business Administration (BBA) degree from the University of Regina majoring in Finance, received the Fellow of the Credit Union Institute of Canada designation (FCUIC), completed the Canadian Securities Course, and has achieved the Wealth Consultant designation (WC). His most recent accomplishment marked the completion of the final requirements to earn his designation as a Certified Financial Planner (CFP®).
Tony is originally from the Halbrite area. He and his wife, Nicole, and their two sons, Jacob and Joshua, have made Weyburn their permanent home. Tony spends his spare time visiting family and always enjoys taking in the latest releases at the movie theater.
Link: Know your advisor
Sean’s career in financial services began in May 2003 in consumer lending. In 2005, he pursued his passion and moved into Wealth Management. Currently, Sean is a Wealth Advisor with Credential Securities. As an experienced Certified Financial Planner (CFP®), Sean is equipped to help his clients navigate all aspects of their financial affairs. Owners of small businesses and family farms are increasingly accumulating wealth inside of their corporations. Sean’s investment and tax knowledge allow him to specialize in developing strategies for his client’s corporations and family trusts. He is also experienced in dealing with the intricacies of various types of pension plans.
Sean lives in Weyburn with his wife Dawn and their three children. In his down time, he enjoys travelling, camping and watching/coaching his kids’ activities. You can also find him at every Rider home game cheering on the Green & White!
Link: Know your advisor
Full Service Brokerage - Credential Securities*
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 partner Credential Securities offers a full service brokerage service that includes:
Premium wealth servicesComprehensive financial planning by a CERTIFIED FINANCIAL PLANNER professional (CFP®)
Money management
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Report and review
CredentialOnline.com
Our ExpertsIf 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, but financial planning, estate and trust consultations, business succession planning and more, for even the most seasoned investors and complex financial situations. |
Darla Brenholen, WC
Wealth Management Rep.
Investment Specialist
Weyburn Credit Union
Credential Asset Management Inc.
T 306 842 9569
Investment Specialist
Credential Asset Management Inc.
T 306 842 9569
Jordan Rederburg
Wealth Management Rep.
Investment Specialist
Weyburn Credit Union
Credential Asset Management Inc.
T 306 842 9553
Investment Specialist
Credential Asset Management Inc.
T 306 842 9553
The service you can expect
from our Investment Specialists with Credential Asset Management Inc.*
Investment Specialist
Credential Asset Management Inc.
T 306 842 9569
Darla became an investment advisor in February 2011. She has her Mutual Funds license, and in 2013 achieved her Wealth Consultant designation. She continues to develop her knowledge of the investment world.
Darla enjoys helping her members reach their goals. Whether they are saving for retirement, or opening their first savings account, she takes the time to get to know her members and what solution will best suit their needs. Darla treats all of her members like they are a part of her family.
Darla and her husband, Murray have always called Weyburn home. They live here with their 4 children: Brayden, Bailey, Shayla, and Peyton. Darla’s free time is spent with her family and their various activities including hockey, baseball, and music events, as well as helping out others. Throughout the summer months she loves to go camping.
Investment Specialist
Credential Asset Management Inc.
T 306 842 9553
Originally from Weyburn, Jordan returned to his roots in 2019 after obtaining his B.A. in Economics and having worked for several years in commercial lending. He has always had a passion for finance and economics and enjoys using this knowledge to help educate others and provide solutions that benefit them over the long term. He looks forward to the challenges and rewards that come with meeting new clients and is excited to pursue the CERTIFIED FINANCIAL PLANNER® professional designation to expand his knowledge base.
Jordan’s immediate family reside in Weyburn, and he enjoys playing games with friends, reading, and spending time with his girlfriend.
Investment Specialists - Credential Asset Management Inc.*
Through our Investment Specialists, we provide access to an extensive range of services to help you feel confident about your financial future. Our Investment Specialists will work with you to build an investment plan that helps you reach your goals, including providing advice and recommendations on investing in mutual funds*, socially responsible investing and investment products.
Our service includes:
Wealth Services
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Report & Review
CredentialOnline.com
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Susan Lawrence, CEA
Estate and Trusts Services Advisor
Weyburn Credit Union
T 306 842 9556
T 306 842 9556
We are pleased to offer the services of Susan Lawrence, our Estate and Trust Services Advisor, in fact, we are proud to be one of the very few financial institutions to offer this service! We offer this service because we truly believe in the importance of proper estate planning, because as a financial services provider, we have seen the effect of lack of planning too many times, and that lack of planning can cost families thousands of dollars. You have worked hard for your money; with a few simple steps you can protect your legacy!
Now let’s introduce you to Susan! In December 2013, Susan joined the Weyburn Credit Union after 15 years in the insurance industry. Susan’s current role allows her to guide members through the complexities of estate and investment planning as well as the eventuality of settling estates. Because each member is unique and their situations vary in complexity, it’s a role she finds interesting and challenging; and because she is able to help members through some of the most difficult times they will ever have to experience, it’s a role she finds rewarding as well.
The field of estates and trusts involves many intricacies and complexities. Susan has taken numerous educational courses and classes and is currently in the process of achieving the MTI® Estate and Trust Professional Designation through the Canadian Securities Institute. Attaining this designation signifies that she can build estate and trust strategies to help you protect, invest and effectively distribute assets.
Working with Susan, she will walk you through an Estate Planning Process to help you develop strategies to:
- Protect and support beneficiaries
- Control estate costs
- Understand and possibly reduce taxes, and
- Distribute assets
What will you receive?
- An estate planning guide personalized to your situation
- Assistance with decisions before your Will is prepared
- Peace of mind
Resources to Download
We understand that no one looks forward to planning their estate. We also know how important it is to you and your family that it's done right. Come in and visit our Estate & Trust Services Advisor who can create a customized plan for you and your family.
Boost your financial know-how
Check out our Financial Literacy Hub for helpful tips, articles and resources.
Invest for the long-term and maintain discipline
Staying invested through all market conditions is a time-tested strategy that has shown to pay off over the long-term. Here's why...
Monthly Market Insights
The Monthly Market Insights provides perspective on market activity around the world, as well as a brief section dedicated to exploring a topical market-related concept.
