Wealth Management Team

Joe Fehrman

Investment Advisor
Credential Securities Inc.
6-51 Ardelt Avenue
Kitchener, Ontario
N2C 2S9
T. 519-742-9370
F. 519-742-6072
E. joef@ecusolutions.com
IIROC AdvisorReport 

Joe has almost a decade of experience helping people in their different stages of life. He believes everyone should have a plan and that it needs to be updated as your life changes.

Using his expertise to work collaboratively with members, he helps to develop a sound financial plan to help members achieve their goals whether it's in retirement or investments.


*Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

Jay Jones

Investment Advisor
Credential Asset Management Inc.
6-51 Ardelt Avenue
Kitchener, Ontario
N2C 2S9
T. 519-742-9998
F. 519-742-9881
E. jayj@ecusolutions.com

Jay is the newest addition to the Wealth Management team at ECU. He is believer of giving the right advice to our members and empowering them with a solid understanding of their goals and objectives.
Jay has six years of experience in advising on mutual funds* and enjoys advising ECU members on difference products available to them. Jay is happy to meet with you and discuss your financial future at your convenience!


*Mutual funds are offered through Credential Asset Management Inc.

Lisa Mabasa

Investment Advisor
Credential Securities Inc.
103-340 Hagey Boulevard
Waterloo, Ontario
N2L 6R6
T. 519.742.9998
F. 519.742.9881
E. lisam@ecusolutions.com
IIROC AdvisorReport

Lisa is a dedicated advisor based out of our Waterloo location. She has over 10 years of experience helping people plan their finances for their retirement, education and various investments goals. Lisa believes in a holistic planning approach which includes cash management, retirement planning, investment planning and wealth protection planning.

*Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

Kim Gross

Financial Advisor Assistant
6-51 Ardelt Avenue
Kitchener ON N2C 2S9
T. 519.742.9998
F. 519.742.9881
E. kimg@ecusolutions.com

Kim works with the Wealth Management staff, organizing the day-to-day processes and appointments, performing the administrative duties required to maintain efficiencies within the department.  She has been working with the Wealth Management Team for over 6 years and has completed the mutual fund licensing exam.

Kim would be happy to speak with you to arrange an appointment to speak with Joe or Jay or to answer any questions you may have.

 

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