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Here to Help You Invest and Plan for Retirement
Doyle moved to Kindersley and joined Synergy Credit Union
in 2003. He has the CERTIFIED FINANCIAL PLANNER
certification, which he attained shortly afterwards in 2004.
Doyle is a dedicated family man-- he is supportive of
his children's many events and is very active in the
community. He has a strong belief in doing what is best for
his clients - meaning he has your best interests at heart.
As part of your credit union, you know he'll be there for
you to provide you with practical advice, especially during
life's ups and downs.
Whether you're just starting to plan for your future,
looking to secure your retirement, or simply wanting a
second opinion on your investments, Doyle will take the time
to sit down with you and make sure you have the right
long-term strategy in place for you to reach your goals -
whatever they may be.
What Can Doyle Do for You?
Whether you know a little, or
even a lot,
about investing and financial planning, good advice is one
thing everyone benefits from. Doyle can help you:
- Get educated about investing and money
- Evaluate your current finances
- Set realistic savings goals for retirement and other important life events
- Create a long-term investment plan or review a current one
- Make clear-headed decisions when the markets get stormy
- Transition your retirement savings into retirement income
- Potentially minimize your taxes along the way
What You Can Expect
- Service: The same friendly, personalized service you expect from your credit union
- Plain Talk: Terms and concepts in plain English - not industry jargon
- Expertise: Knowledge and proficiency gained from years of experience, education and training
Take The Next Step
Doyle's office is located in Synergy Credit
Union's Kindersley
Service Centre. Plus, he is also available in
our Coleville and Denzil Service Centres by appointment only.
Call or email for more information or to arrange a personal, confidential interview.
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Your Credential Asset Management Inc.
Mutual Funds
Investment Specialist
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| One of Doyle’s Wealth Services
Team
Members
Lee S. Nobbs
Investment Advisor, Credential Securities Inc.
306.463.1499
lee.nobbs@synergycu.ca
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Areas of Specialty
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Financial Planning
for Retirement |
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Education |
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All Your Goals In Life |
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Qualifications
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Doyle Elliott is a
CERTIFIED FINANCIAL PLANNER
practitioner |
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15 years experience in the financial industry |
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Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Mutual funds and other securities are offered through
Credential Securities Inc. Credential Securities Inc. is a
Member -- Canadian Investor Protection Fund. Credential
Financial Strategies Inc. offers financial planning, life
insurance, and investments to members of credit unions and
their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. |
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