Wealth Consultant

Bob Hillier, Wealth Consultant

Beaubear Credit Union is now in its eigth year of providing acces to members and non-members access to full-time financial planning through Credential Asset Management.  Bob graduated from Memorial Univertsity in Newfoundland in 1975.  He worked 18 years at two charted banks and was self employed for 15 years before joining the Beaubear Credit Union Team in  2005. Bob has had his Mutual Fund License for over 20 years and is a source of advice and analysis on financial issues. He advocates an “open door” policy and is available to meet and discuss financial issues at the individual’s convenience.

Beaubear’s Wealth Management provides access to Credential Asset Management, a mutual fund dealer which  was specifically designed to meet the needs and demands of owners by offering investment solutions as part of the Credit Unions’ complete line-up of products and services. Credential Asset Management is part of the Aviso Wealth Inc. group of companies. Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada's credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.

"I consider it a privilege to serve owners and non-owners alike. I am available to meet prospective clients at their convenience, at either of our two branches or at their home or office. Together, we can develop a financial plan to attain personal goals and achieve financial success while maintaining a comfortable lifestyle. I maybe contacted at either 622-9390 or 625-2360 or by e-mail at rhillier@beaubear.ca "

Mutual Funds are offered through Credential Asset Management Inc.® Credential is a registered trademark owned by Aviso Wealth Inc. and is used under licence.

 

 

 

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