Your financial goals are unique to your situation and the advice and recommendations you receive should be as well. As your Investment Advisor, Fred will take the time to understand your financial needs, your goals and objectives and your approach to risk so that the solutions proposed are tailor made for you.

Fred Dunn is an experienced Investment Advisor with more than thirty years in the financial services industry. As a salaried Investment Advisor, Fred takes an investment planning approach to your financial goals, addressing your individual needs and objectives.

A former Senior Vice President with a major investment house, Fred offers his expertise to those members looking for investment advice and traditional brokerage services. His experience is backed by a Bachelor of Commerce degree from Drake University in Des Moines, Iowa.

Leanne Mamchur is a dedicated financial planning professional who, through her personalized approach, helps members pinpoint their financial goals and works toward achieving them. As a salaried Investment Advisor, Leanne provides unbiased advice and believes strongly in doing the right thing for her clients. Whether you are a novice or an experienced investor looking to improve your portfolio, Leanne will provide a tailor made solution with a high service standard and sound advice.

Holding both the Certified Financial Planner designation and the title of Financial Management Advisor in addition to a Bachelor of Commerce from the University of Alberta, Leanne has a strong commitment to personal education and is continually improving herself through perpetual enrolment in industry courses.

Leanne also carries the Credit Union spirit in her involvement in the community through local events and not-for profit organizations such as Junior Achievement.

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