Judy Sokoloski

 

 

Judy Sokoloski CFP®, A.I.C.B.
Qtrade Investment Advisor
CERTIFIED FINANCIAL PLANNER®
Qtrade Top Advisor 2014, 2015, 2016

One thing Judy is passionate about is providing her clients with a high level of service. Another is having fun. While her clients can count on her solid financial advice, Judy’s clients often leave with a big smile and a good laugh as well. This lighthearted approach, as well as the experience she has gained through her 30 plus years in the credit union system helps Judy build long lasting relationships with her clients.

Judy holds her CERTIFIED FINANCIAL PLANNER® designation and continually builds her knowledge base. Her clients benefit from the expertise she has gained in various positions held throughout her career. Judy knows achieving financial success for her clients is a process, not a once and done event. She has a reputation for truly taking the time to get to know her clients, learning about their family and lifestyles, goals and dreams. She takes a vested interest in helping them make the best decisions for their family’s future.

Saskatoon Stonebridge Office
3130 Preston Ave South
Saskatoon SK S7T 0V1
PHONE 306-651-6746
EMAIL jsokoloski@tcuwm.sk.ca

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Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

 

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