Wealth Management Team

Jay Jones

Investment Advisor
Credential Asset Management Inc.
6-51 Ardelt Avenue
Kitchener, Ontario

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
6-51 Ardelt Avenue
Kitchener, Ontario

T. 519.742.9370
F. 519.742.6072
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

Insurance Consultant
Credential Financial Strategies
6-51 Ardelt Avenue
Kitchener, Ontario

T. 519.742.9998
F. 519.742.9881
E. kimg@ecusolutions.com


*Mutual funds are offered through Credential Asset Management Inc.

 

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