Investment Team

Meet our team

Saving and investing gives you the opportunity to build wealth and enables you to finance things like retirement, education, and recreation.

Our experienced team will work with you to understand your unique financial needs and goals so that they can develop a personalized strategy and investment portfolio for you.

Angela Johnson

Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Bracebridge

705-645-9405 | ajohnson@kawarthacu.com

Amy Williams, PFP

Investment Specialist/Mutual Funds Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough

705-743-9966 ext. 7501

amy.williams@kawarthacu.com

Ben Hunter, CFP, CIM

Investment Advisor

Credential Securities

Multiple regions

613-546-5567 | bhunter@credential.com

IIROC AdvisorReport

Beth Dowell

financial planner

Brockville, Cornwall

Kawartha Credit Union/Credential Asset Management Inc.

705-743-9966 ext. 7393 | bdowell@kawarthacu.com

Hussain Yousafzai, PFP

Financial Planner/Mutual FundS Representative

Kawartha Credit Union/Credential Asset Management Inc.

Cobourg, Napanee, Trenton, Lindsay, Little Britain and Kinmount

705-743-9966 ext. 7382 | hyousafzai@kawarthacu.com

James Salisko, CFP

Investment Specialist/Mutual Funds Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough

705-743-9966 ext. 1704 | jsalisko@kawarthacu.com

Leon Jegeris, BA, RHU, CLU

Investment Advisor

Credential Securities

Multiple regions

705-750-0211 | ljegeris@credential.com

IIROC AdvisorReport

Mary Liu, CFP

Financial Planner

Kawartha Credit Union/Credential Securities

Bracebridge, Burk's Falls, Huntsville, Parry Sound, South River

705-743-9966 ext. 7442 | mliu@kawarthacu.com

IIROC AdvisorReport

Mike Sullivan, Hons. BBA

Investment Specialist/Mutual Funds Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough

705-743-1402 | msullivan@kawarthacu.com

Paulo Songane, CFP®

Financial Planner/Mutual Funds Representative

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough, Keene

705-743-3643 | psongane@kawarthacu.com

Rick Watson, CIM

Investment Specialist/Mutual Funds Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough, Keene

705-743-9966 ext. 2212 | rwatson@kawarthacu.com

Ryan Dales, CFP®

Financial Planner/Mutual Funds Representative

Kawartha Credit Union/Credential Asset Management Inc.

Kingston

613-389-7721 | rdales@kawarthacu.com

Sarah Holmes

Investment Representative

Kawartha Credit Union/Credential Asset Management Inc.

Brockville

613-342-6365 | sholmes@kawarthacu.com

Ricaldo Ward, Hons BA Econ. CFP candidate

Investment Specialist/Mutual Funds Investment Specialist

Kawartha Credit Union/Credential Asset Management Inc.

Peterborough

Mutual funds and other securities are offered through Credential Securities, a division of CredentialQtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth 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.