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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.
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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.
Woman planning in the shop

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.
Couple meeting with a financial advisor

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.

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.


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.

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.

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.

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.

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.

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.

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.

Planning Tools

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