Shaun Roche
Finance Officer at University nuhelot’įne thaiyots’į nistameyimâkanak Blue Quills- Claim this Profile
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Experience
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University nuhelot’įne thaiyots’į nistameyimâkanak Blue Quills
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1 - 100 Employee
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Finance Officer
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May 2019 - Present
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Servus Credit Union
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Canada
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Financial Services
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700 & Above Employee
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Investment Specialist
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May 2005 - May 2019
I believe every person should have a financial plan that they understand. My priority is ensuring members are getting the best possible advice. I work with a full team of financial, investment, insurance and trust/estate representatives who will work with you to secure your future. Investing is one component of your complete financial strategy. I'll work with you to outline your goals and develop an investment strategy to help you meet them. Adding risk management planning to your financial picture provides piece of mind, knowing you and your family are protected from financial insecurity. Estate planning can help you assess your needs and take steps to care for your loved ones.
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