Search
JOIN US
Meet your Representatives
Sydney Lake
BASc - AgBus, CPC, FCUIC
Advisor
Kimberly Wells
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Ph: 1-306-500-5200
Ph: 1-306-500-7304
Tari Rutley
Loan Support Assistant
"I am passionate about financial literacy because it helps provide our youth with the basic skills and knowledge of financial education.
It helps them to develop healthy money habits early on and can set the stage for greater financial confidence and decision-making as they transition into and throughout their lives.
Having 3 children myself, this gives me piece of mind knowing that they are receiving some great knowledge that will help them in the future."
To learn more or book a presentation, email financial.literacy@synergycu.ca or Tari.Rutley@synergycu.ca
Amberle Benoit
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Charity Elston
CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
“I am passionate about financial literacy because through education, we have a huge impact on the future. I enjoy presenting financial topics such as budgeting, saving, investing, retirement planning, education planning, lending options and fraud prevention in schools and community events. I look forward to continuing these presentations and discussions in the future."
"Never stop learning, because life never stops teaching!" - Unknown”
To learn more or book a presentation, email financial.literacy@synergycu.ca or Charity.Elston@synergycu.ca
Ph: 1-306-500-7610
®CFP is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. Mutual funds are offered through Credential Asset Management Inc.
Kasandra MacKay
Risk & Compliance Analyst
"Financial literacy is so important throughout your whole life, it starts as early as deciding where to open your first chequing account or even how you spend your allowance. It’s understanding what to do or who to talk to in all the different stages of life and having the confidence in making big financial decisions. There’s so much information out there in regards to finances and it can be overwhelming. That is why I want to help bring a better understanding and awareness to everyone no matter their age and what stage they are in life. Contact me today to learn more about our financial literacy program."
Ameera Alindogan
RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.
Credential Asset Management Inc.
"I believe that Life is a long process of learning, that is why I am passionate about financial literacy. My family immigrated in Canada when I was 18 and I was just starting to learn about making financial decisions in a new environment and a new culture. It can be overwhelming, but I have learned to embrace change as an opportunity to grow and learn. I am blessed to be part of Synergy, where financial wellness is a priority. I am grateful for the learning and support I have received, and I have decided to pay it forward by working with the Financial Literacy group. I love helping others to be confident in their financial decisions; confidence that comes from making informed decisions through education."
Learn continually – there’s always “one more thing’ to learn ~ Steve Jobs
What people are saying about our presentations...
Student on Spending Money Topic
Teacher on Spending Money Topic
Student on Borrowing Money Topic
Teacher on Borrowing Money Topic
Student on Giving Money Topic
Teacher on Giving Money Topic
Student on Spending Money Topic
Teacher on Spending Money Topic
Student on Borrowing Money Topic
Teacher on Borrowing Money Topic
Student on Giving Money Topic
Teacher on Giving Money Topic
Request a presentation
