Financial Advisor

I'm located at
100-605 20th St
Castlegar, BC

Serving Castlegar, South Slocan & Salmo Areas

Ph:  250.365.9953
Email

Craig McFadden

Planning for your financial future can be complicated and conjure up all sorts of scary thoughts. Many people have no idea where to even begin. Having a professional on your side to help can offer great peace of mind.  I will work closely with you to understand your whole financial picture and develop a plan that is tailored to your overall goals.

I will be straight up and honest with you as my client on how you can achieve these goals for both your short term and long term objectives.  As you move through the different stages of life, we’ll review your plan regularly and make adjustments as necessary so you can feel confident that you’re on track to meet your goals.

I have worked in the credit union system since 1994 and have been part of a wealth management team for over twelve years.  As a Certified Financial Planner and Elder Planning Councilor, not only do I have extensive knowledge of the financial world, I also have specialized training in dealing with the 65+ generation on their distinct set of needs.

As a Kootenay Savings Financial Advisor, my experience can help positon you for tomorrow and the future. I look forward to talking with you about how I can help you realize your investment goals.

 

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.