MAKE MORE MONEY
WITH YOUR MONEY.
CHOOSE A PARTNERSHIP THAT WORKS FOR YOU
Finally, a holistic financial planning platform that’s built around you. We are unique individuals with different needs and share a common desire for enduring relationships that offer smart advice. Whether it’s starting a family, owning a home, running a successful business, or developing a plan for retirement, everyone defines wealth differently. Wealth Your Way’s modern approach allows us to view the whole picture and build long-term relationships with our members. Our goal is to provide cutting edge and customized growth strategies that actually work.
Begin your journey by choosing one of your key goals.
LIFE HAPPENS,
BUT IT CAN BE MORE
MANAGEABLE WITH
A PLAN.
PLANNING FOR YOUR FUTURE
Understanding what is important to you is the first step towards achieving your financial goals. Our personalized approach to wealth management will include a financial plan to help you prioritize what is important to you and take the next steps to achieve your goals.
PROTECTING YOUR FINANCES
Protecting your finances gives you the ability to do the things you want to do. Whether you are working to provide for your family or you are retiree wanting to pass assets on to the next generation, a protection strategy is key to your family’s financial dignity. We can help you ascertain whether you have the right type, and amount, of insurance to let you and your family rest easy.
Feel free to talk to our Wealth Your Way experts about:
- Life Insurance
- Business Insurance
- Annuities
- Segregated Funds
- Health Insurance
YOU NEVER KNOW
WHEN YOU WILL
NEED PROTECTION.
MAYBE YOU SHOULD.
MAXIMIZING YOUR INCOME
Wealth Management
You work hard for your money and deserve to make informed decisions. Improper estate planning and retirement income planning can cause you to pay more tax than you need to while you are working, when you are retired, and when you pass on. We will help you create a financial plan that will include elements that are relevant to you.
Our Wealth Your Way advisors can offer smart advice on —
- Estate planning
- Portfolio reviews
- Retirement savings and income
- Business succession planning
- Education planning
MAKING AN IMPACT
A smart investment goes beyond financial returns. Through responsible investing strategies, you can help create a more sustainable economy with impactful solutions.
INVEST FOR FUTURE
GENERATIONS.
ABOUT US
We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.
Grant Galloway CFP, CLU, CHS
Financial Planner
Wealth Your Way and Credential Asset Management Inc.
Grant started with us in February 2012 and has 20 years of experience in the industry. He is a key member of the wealth management team and has built a solid practice based on trust and service. He is passionate about using his extensive experience in tax and estate planning to provide personalized financial plans. He also works with the farming community on their unique financial needs.Contact Information
2960 Kingsway Drive Unit N14B, Kitchener, ON N2C 1X1
T: (519) 579-7324 x1
C: (226) 218-4646
F: (519) 579-7597
TF: 1 (866) 328-7324 x1
ggalloway@yncu.com
Michael R. Pigeon CFP, CLU, CHS
Financial Planner
Wealth Your Way and Credential Asset Management Inc.
Michael has worked with Wealth Your Way and Credential Asset Management for over 20 years. He is committed to helping clients reach their financial goals. Since no one really knows what the future will bring, Michael spends a great deal of his time understanding member needs in order to implement the right strategy. His hope is that you and your family can enjoy peace of mind knowing you’re prepared to face whatever tomorrow has in store.
Contact Information
289 Bay Street, 2nd Floor, Sault Ste. Marie, Ontario, P6A 1W7
T: (705) 942-6787
C: (705) 255-1065
F: (705) 942-3515
TF: 1 (866) 942-2328
mpigeon@communityfirst-yncu.com
Dorothy Marchack-Lee
Administrative Assistant/Mutual Funds Investment Specialist
Wealth Your Way and Credential Asset Management Inc.
Dorothy has over 35 years of experience in financial services. She is well organized, diligent and takes great pride in delivering the service and operational needs of the practice with the utmost professionalism.
Contact Information
2960 Kingsway Drive Unit N14B, Kitchener, ON N2C 1X1
T: (519) 579-7324 x2
F: (519) 579-7597
TF: 1 (866) 328-7324 x2
dmarchack-lee@yncu.com
Cristina Cipolla
Sales Coordinator
Wealth Your Way and Credential Asset Management Inc.
Cristina started with us in May 2018 and has over 15 years in the financial industry. Cristina prides herself on her professionalism and always strives to be as efficient and accurate as possible, ensuring that she provides excellent client service. Going that extra mile with her friendly demeanor and making all of our clients feel important, she brings a certain warmth to our team.
Contact Information
289 Bay Street, 2nd Floor, Sault Ste. Marie, Ontario, P6A 1W7
T: (705) 942-3322
F: (705) 942-3515
TF: 1 (866) 942-2328
ccipolla@communityfirst-yncu.com
Lucas Cerqueira, RIS
Mutual Fund Investment Specialist
Wealth Your Way and Credential Asset Management Inc.
Lucas has been in the financial industry since 2016, graduating from Conestoga College in the Business Administration of Financial Planning Program. He has completed the Canadian Securities Course (CSC) and holds his Responsible Investment Specialist (RIS) designation.
Lucas takes a holistic approach to working with his clientele, while always assuring ease and practicality. He prides himself on providing advice that creates a feeling of confidence for his clients in their decisions as they continue to work together.
Contact Information
2960 Kingsway Drive Unit N14B, Kitchener, ON N2C 1X1
T: (519) 579-7324 x3
F: (519) 579-7597
TF: 1 (866) 328-7324 x3
lcerqueira@yncu.com
Mutual funds are offered through Credential Asset Management Inc. Wealth Your Way is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Wealth Your Way are used under license by Credential Financial Strategies Inc.