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 us to set up an appointment.

Access Qtrade

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

*Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.