Our Team

TCU’s Wealth Management Specialists have a wide-array of industry credentials and financial planning and investment management experience, all designed to help you achieve your financial goals.  At the end of the day, however, it is that one-on-one personal service that is going to make the difference.

We are very proud to announce that 3 of our Advisors have been recognized in Qtrade’s Top Advisor Program for 2017. This is a great distinction awarded to advisors who not only achieve top gross and net sales, but most importantly, consistently exhibit sound sales and business practices. These practices include investment/financial planning and advice, risk management and adherence to regulatory and compliance requirements; all necessary components to delivering an excellent client experience. Congratulations to John Hettel, Caval Olson-Lepage and Andrea Bacsu. This is the fourth consecutive award for John Hettel and the third for Caval Olson-Lepage.

Our team includes:

To speak to one of our Wealth Management Specialists please contact them directly, call our MemberLine department, stop by one of our convenient office locations or book an appointment online.

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Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc.

 

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