Wealth Management
4 Reasons to Work With a Financial Advisor
Click to learn more >
MoneyWorks is a Wealth Management subsidiary established by GFCU, East Kootenay Credit Union and Nelson and District Credit Union in partnership. Through MoneyWorks and our dedicated Advisors, we provide enhanced financial planning and wealth management advice and solutions for our valued personal and business members.
Through gfcu Moneyworks, we have specialist expertise to help you invest for your retirement or for your children's education. Our Wealth Management Specialists can help you with retirement income planning, share some tax saving ideas, develop an estate plan, and look after all your life, disability, critical illness, and long-term healthcare needs. Go ahead and contact Sarah to set up an appointment.
Digital advice from VirtualWealth is a simple & convenient service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.
gfcu Money Works Team >
Sarah LawrenceWealth Advisor, Qtrade Asset Management
Life Insurance Advisor, GFCU MoneyWorksTel: 250-442-4002
Fax: 250-442-5644
slawrence@gfcu.com 447 Market Avenue
PO Box 2500
Grand Forks, BC V0H 1H0
Serving Grand Forks, Christina Lake and the Boundary Region.
0948859 B.C. LTD. doing business as GFCU MoneyWorks
Access Qtrade Direct Investing >
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). VirtualWealth is a trade name of Credential Qtrade Securities Inc.
