GFCU MoneyWorks Team
Sarah Lawrence
Wealth Advisor, Qtrade Asset ManagementLife Insurance Advisor, GFCU MoneyWorks
Serving West Kootenay & Boundary
| Phone: | 250.442.4002 |
| Toll Free: | 1.866.442.5511 |
| Email: | slawrence@gfcu.com |
Having grown up in Grand Forks, Sarah Lawrence understands what it takes to be successful in a community she loves. And as the Wealth Advisor at GFCU MoneyWorks and Qtrade Asset Management, Sarah is committed to her client’s financial success.
Entering the financial services industry in 2005, Sarah has developed her ability to understand her client’s financial situation and is committed to answer their questions. Some of these choices can be intimidating, and Sarah works to understand each client’s unique needs; individualizing a solution reflective of their goals and lifestyle.
Today, Sarah and her husband are excited to be raising their children in their hometown. A town they continue to love and enjoy!
Reach out to Sarah and let her help you build and protect your wealth.
Heather Jajic
Mutual Funds Representative, Qtrade Asset Management
Associate Advisor, NDCU MoneyWorks
Serving Rossland
| Phone: | 250.362.7043 |
| Toll Free: | 1.888.364.7043 |
| Email: | hjajic@nelsoncu.com |
Heather has a real passion for helping clients realize their financial goals. Holding a BA in Communications and as a Mutual Funds Representative, she is able to simplify the complex world of investments into easy to understand solutions that empower clients to make informed financial decisions about their future.
As an integral part of the Qtrade team at MoneyWorks, Heather strives to maintain a high level of professionalism with the clients she serves by ensure every interaction is a positive one. Whether she’s working with a new client or valued long-term advocate, Heather takes the time to listen to your needs and resolve situations with unwavering confidence.
0948859 B.C. LTD. doing business as EKC MoneyWorks, GFCU MoneyWorks, and NDCU MoneyWorks. Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).
