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    ​​ARE YOU CONFIDENT IN YOUR FINANCIAL FUTURE?

    BOOK A SECOND OPINION TODAY
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    Your future is worth a second opinion.

    Your life and your financial picture are always changing. Getting a second opinion is the best way to align your current portfolio with your future financials goals. 

    1. Know if your investments are on track.
    2. Gain confidence and peace of mind.
    3. It could improve your returns.
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    ​Feel confident that you're maximizing the most effective investment strategies — today and tomorrow.

    Let our experts connect with you and book a no obligation appointment.

    Or call us at 1-888-597-1083
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    THE VALUE OF EXPERT ADVICE

    Good advice starts with a conversation about your unique situation. We’ll work with you to understand your overall investment strategy and make recommendations on the right mix of investment solutions for your financial goals. 


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    IT'S ABOUT YOU

    Your goals, timelines, risk tolerance and values are all deeply personal to you. Before we even ask to review your portfolio, we'll listen and learn.

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    A CLEAR PICTURE

    Once we know more about you, we'll review your portfolio and investment plan options. We'll help you fully understand your current plan and future opportunities.

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    EXPERT ALIGNMENT

    Diversifying your portfolio can protect investments and improve returns. Our experts will review your investment mix to ensure your portfolio is aligned with your financial goals.

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    CURRENT AND FUTURE CONFIDENCE

    We'll walk you through your results. If we think you're on the right path, we'll tell you. If we recommend adjustments, we'll make sure you understand why.

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    It's time to get a second opinion.

    We can help you make well-informed decisions and ensure your money works for you throughout life’s journey. Call us at 1-888-597-1083 or send us a note to book a no obligation appointment with one of our financial experts.

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    Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
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    3 Ways to Make Your Investments Thrive During Challenging Times

    Discover how to maximize your investments to achieve all your future goals — even if your financial plans have changed.​
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    WE'RE HERE FOR YOU

    Everything is easier with a little help.

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    First West Credit Union