Wealth Management



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 John to set up an appointment.

** Press Release - John McPhee of gfcu MWX named Qtrade top national advisor in 2016 **
MWX Div
Invest money, not time.

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.


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gfcu Money Works Team >


John McPhee, CFP, CLU
Tel:  250-442-4002
Fax: 250-442-5644
jmcphee@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


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*Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.