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Synergy knows Wealth

The Synergy Wealth team uses a holistic approach to wealth building. Investing is part of it, but it’s much more than that. Let’s talk about your personal goals and find a solution to get you there. At Synergy Credit Union, you'll find all the wealth management solutions you need, from a partner you can depend on.

Aviso Expert Webinar: Year-end tax tips – 2022

The end of the year is the perfect time to explore potential tax saving opportunities that could benefit you before the curtains close on 2022.

If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join us for a 60-minute webinar with tax expert Doug Carroll. Doug will share 22 tax tips for you to consider before year-end that will help keep your finances on track in 2023.

Date & Time: Tuesday, November 29, 2022 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Session 1: 9am PT | 10am MT | 11am CT | 12pm ET - Register here

Session 2: 12pm PT | 1pm MT | 2pm CT | 3pm ET - Register here


We are proud to host this special event in partnership with Aviso Wealth.

*Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.
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Personal Wealth

A financial plan can increase your wealth, but did you know it can also make you happier? People who work with a professional advisor to put a financial plan in place have higher emotional well-being.
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Business & Ag Wealth

When you own a business or ag operation, you live a 24/7 commitment to building a sustainable future. We can take up some of the load with local, expert advice and financial planning tools tailored to the needs of your business.
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Synergy Wealth Team

The Synergy Wealth team can help you with a wide range of services to understand, protect and grow your wealth. It all starts with a simple conversation that’s focused on your goals and becomes a tangible, practical plan for the tomorrow you’re dreaming of.

MEET THE TEAM
Benefits of consolidating your investments
Lower fees, less duplication, better diversification, and new investment opportunities – this sounds pretty good, and doesn’t have to be just a dream. A Synergy Wealth expert can guide you through the benefits of consolidating investments.
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Synergy Wealth Team

To learn more about each expert, click or tap on their image below.



Credential Asset Management Inc.

Ameera Alindogan

RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Doyle Elliott

CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Mandy Peters

RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Jason Rindfliesch

QAFP™, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Jeanette Sherling

RIS
Manager of Wealth Services
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.

Jason Topolnisky

CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.


Hello, my name is Jeanette Sherling.

I began my credit union experience in 1995 and have held various positions. I started as a Member Service Representative, and since then have been a Finance Assistant, Member Contact Centre Representative, Member Service Supervisor. In 2018, I became the Wealth Services Supervisor at Synergy and a Mutual Funds Investment Specialist with Credential Asset Management. I also have my Credit Union of Canada General Business Studies and an accounting certificate.

I believe in providing my members with excellent member service. I believe in creating a positive work environment for my staff, I want them to love coming to work and shine at what they do.

Away from work, I participate in community events that Synergy sponsors such as Agrivisions, Health Foundation Gala, and various other events, such as taking part in Here Comes Santa Claus Day. I also enjoy being a part of Synergy Emerging Leaders Financial Literacy program. I have also been part of the School Community council for years as well.

Together, our Wealth Team can get you started on:
    • Investment planning
    • Retirement savings
    • Wealth management
    • RRSPs, TFSAs, RESPs
    • Mutual funds*
Email: Jeanette.Sherling@synergycu.ca
Ph: 1-844-825-1350



When did I join Synergy/start my career in the financial services industry?
I joined Synergy in 2020. I began my career in the financial industry in 2013.

What’s my favourite part of helping members?
Helping them put together a plan to reach their financial goals, and their reaction when they realize that the goals are achievable.

What’s one piece of advice I can give members?
Start planning now, and use an advisor. The sooner you set goals and implement a plan, the easier it is to achieve them.

I can help you with:
  • Investment planning
  • Retirement savings
  • Wealth management
  • RRSPs, TFSAs, RESPs
  • Mutual funds*

Email: Jason.Topolnisky@synergycu.ca
Ph: 1-306-500-6821


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Charity Elston

RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Danielle Hollingshead

CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.

Credential Asset Management Inc. logo





Credential Financial Strategies Inc. & Credential Securities

Deanna Amos

B. Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Leanne Arden

CFP®, CLU®, CIM®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Thomas Stangowitz

BA, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Ashley Brick

Coordinator,
Credential Financial Strategies Inc.
Credential Securities

Maureen McMillan

Investment Advisor,
Credential Securities

Emily Meyer

B.Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Credential Financial Strategies Securities


Holistic planning wheel



Holistic Planning with Wealth Goals

The holistic wealth process is a personalized journey that keeps the focus on you throughout each stage. Working together, we will uncover what is most important to you and create an overall financial picture that ensures the wellbeing of you and your loved ones. We recognize that you and your situation are unique, and we incorporate this into every decision-at every stage-of your journey. The strategies we develop and the recommendations we provide will always reinforce our common goal: your wellbeing.

ESTATE PLANNING

We guide you through the organization of your estate and the establishment of your legacy. We identify strategies that will help protect your wealth during your lifetime and that will successfully transition this wealth to your beneficiaries when the time comes.
Estate Planning 101

TAX PLANNING

We help you determine your current and future tax obligations so that we can recommend strategies that will minimize or defer taxation on personal and/or business income.
Four pillars of investment tax planning

INSURANCE PLANNING

The experts at Credential Financial Strategies Inc. identify strategies that will protect your loved ones, wellbeing and quality of life-things that are important to you-in an effort to minimize the financial impact of loss, injury or illness.
Insurance checkup

FINANCIAL PLANNING

We look at your current and projected cash flows to define your financial picture. We then incorporate planning around your net worth, your budget and the management of your debt, establishing a roadmap for the future.
A look at the whole picture

RETIREMENT PLANNING

We help you design a plan that not only balances living and saving comfortably now, but also achieves your desired retirement lifestyle. We work with you through every stage of the retirement process, evolving your plan over time and ensuring it adapts to changing circumstances.
It's never too late to start

INVESTMENT PLANNING

We focus on finding investment solutions that will serve as a link between your current financial situation and your articulated goals and objectives.
When to RRSP vs. TFSA

Planning Tools

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