Investment Specialist Brandy Gruening

Brandy is here to help you

Brandy began her financial career with the Williams Lake & District Credit Union’s 100 Mile House branch in 2009 as a Member Service Representative. In 2013 she became a Loans and Deposit Administrator working closely with the lenders. She is now the in-branch Investment Specialist, registered to sell mutual funds through Credential Asset Management Inc.*.

Brandy focuses on helping you with your financial goals as well as the transition into a comfortable retirement. She has experience working with all types of registered plans including RRSPs, TFSAs, LIRAs and more.

Brandy welcomes the opportunity to give you guidance, advice, and to assist you in achieving your financial goals.

 

 

 

   Ask for an appointment today.

   Brandy Gruening
   Investment Specialist
   Credential Asset Management Inc.
   T: 250-395-4007
   F: 250-395-5314
   E: brandygruening@wldcu.coop
   A: PO Box 1781
       #2 95B Highway 97
        100 Mile House, BC V0K 2E0

 

 

 As an Investment Specialist, Brandy is proficient in many aspects of wealth management including:

•    Retirement savings
•    Education planning
•    Group plans
•    Registered and Non-registered investments

Talk to our Investment Specialist
When you need an expert’s help growing, managing, and protecting your money, call or drop by the branch to arrange a personal, confidential consultation.

*Mutual funds are offered through Credential Asset Management Inc.

 Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

 

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