Discover your Smart Money Score
Your plans for a bright tomorrow start today. Ask us how you can discover your Smart Money Score.
Are you trying to pay down debt? Do you need help with your budget?
You have financial goals and aspirations—whether that means figuring out budget you can live with, getting out of debt, or saving for your future – or all of the above! But without a plan to follow, you may find it difficult to achieve your goals. That's why we want to help you understand and take better control of your finances—so that you can enjoy life beyond banking.
We focus on educating and empowering you to plan, prepare and dream bigger.
It is our priority to ensure that you gain the clarity and direction you need to achieve your financial goals. We’re firm believers that smart advice and effective planning leads to big achievements and that the right time to begin managing your money is now.
How can a G&F expert help me?
- Experience – steering you through your various life stages or business cycles
- Investment discipline – helping you keep money and emotions separate
- Investment suitability – finding the right risk/reward balance
- The value of time – allowing you time to focus on your family and career
- Referrals – putting you in touch with other financial services providers, such as tax and estate specialists
- Tax efficiency – recommending appropriate savings plans and tax-efficient products offered by fund companies
"It’s truly rewarding to see the sigh of relief when members realize the potential growth of their wealth through a personalized Smart Money Plan."
Zaiba Riaf, Investment Specialist, G&F, Credential Asset Management Inc.
Read more about Zaiba and her team and how they'll work with you on your Smart Money PlanTM.
Mutual funds are offered through Credential Asset Management Inc.