Wayne Gillis says managing a person’s financial wealth, planning their financial future, and meeting their personal insurance needs are responsibilities they take very seriously.
Gillis is a Senior Financial Planner with Credential Financial Services, and believes they’re blessed to have loyal clients.
“People have a very solid comfort level in working with us because we’re very forthright in our conversations with them,” says Gillis. “We really find that this is an honourable profession so that means a lot to us.”
For the last year and half, their Willow Street office serves as the wealth management arm of the Community Credit Union – serving both Credit Union members and general public.
The majority of their work is managing investments for their clients. They also do financial planning and personal insurance. Gillis says this scope of work enables them to be considered retirement specialists, helping families in all facets of retirement.
In December of 2015, Community Credit Union and Gillis combined their two practices – enabling the local Credit Union to repatriate their wealth management service from Dartmouth to Truro.
“We are thrilled of the opportunity to work with Wayne under our Credential Financial brand. We have now established an extremely reputable wealth management offer for Community,” said Darrell Kuhn, President and CEO of Community Credit Union.
Gillis has decades of banking, finance, and investment experience and has spent the last 20 years specifically working as a financial planner. For him, it’s all about finding the best solution for a client’s individual needs.
“We really live the mantra of ‘Put the client first.’ We always do what’s best for the client,” says Gillis.
Earlier this month he was joined by fellow Certified Financial Planner (CFP) Steve Barteaux, who is relocating from Halifax where he’d been in the industry for 13 years. Rounding out the team is Office Administrator Scott Kay, who has more than 20 years’ experience in the investment industry.
The office is located in a separate suite in the Credit Union building on Willow St. in Truro. They look after wealth management for both the Truro and Amherst Credit Unions and travel to Amherst on a regular basis to meet with clients in person.
Gillis says they are always happy to meet with folks who might be interested in discussing their finances, and there’s never any pressure to become a client.
“There’s no obligation, and we don’t have sales commissions or exit fees,” says Gillis. “We always want to do what’s best for our clients.”
Credential Financial Services is located at 347B Willow St. in Truro. For more information, please visit credential.com or call (902) 895-3687