Wealth Management Team

Joe Fehrman

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

Joe is the newest addition to the wealth management team at ECU. He 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.

Jo-Ann Spicer, CFP CHS FMA EPC

Mutual Fund Investment Specialist
Credential Asset Management

6-51 Ardelt Avenue
Kitchener, Ontario
N2C 2S9
T: 519-742-9998
F: 519-742-9881
E: jspicer@credential.com

Jo-Ann has over 25 years of experience in the financial services industry, focusing on investment and retirement planning.

Jo-Ann has earned the Certified Financial Planner (CFP) designation, which is an internationally recognized standard for financial planning. She has also obtained the Certified Health Insurance Specialist (CHS) designation, the Elder Planning Counselor (EPC) designation, and holds a Life Licence. Jo-Ann is able to offer investment solutions to help you achieve your financial goals!


Mutual funds are offered through Credential Asset Management Inc. Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning and investments to members of credit unions and their communities.

Kim Gross

Financial Advisor Assistant
6-51 Ardelt Avenue
Kitchener ON N2C 2S9
T. 519.742.9998
F. 519.742.9881
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 Jo-Ann or to answer any questions you may have.

 

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