Wealth Management Team
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 AdvisorCredential Securities
103-340 Hagey Boulevard
Waterloo, Ontario
N2L 6R6
T. 519.742.9370
F. 519.742.6072
E. lisam@ecusolutions.com
IIROC AdvisorReport
Lisa is a dedicated advisor that that 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. Lisa would be happy to sit down with you to create an investment plan for you.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Kim Gross
Financial Advisor Assistant6-51 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 10 years and has completed the mutual fund* licensing exam.
Kim would be happy to arrange an appointment with you to speak with an ECU Advisor.
*Mutual funds are offered through Credential Asset Management Inc.
