Wealth Management
4 Reasons to Work With a Financial Advisor
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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 **
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.
John McPhee, CFP, CLU
Tel: 250-442-4002Fax: 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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*Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.
