Welcome! We are pleased to continue uninterrupted financial services through your choice of channel: digital, online chat, phone, or in-branch. Learn more about your options, our hours and how we are keeping everyone safe along the way.
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Investing & Retirement
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- PERSONAL
- Investing & Retirement
- Working with an Advisor
See your financial picture with clarity and confidence
Our dynamic team of Advisors are here to help.
Our Advisors will:
- Help you navigate the complexities of the investing world
- Help create your balance with our range of investment products
- Consider your entire picture to make the right recommendations
- Take into consideration unique situations like self employment, investment property, disability or succession planning
- Meet at your convenience and find the best plan for you
We’ll also help you:
- Retire with ease
- Manage risk
- Optimize taxes
- Save for education
- Save for a major purchase or life event
- Donate to your charity of choice
- Protect your assets
- Plan your estate with smart advice
When to choose a SCCU Advisor.
If you're seeking strategic savings advice and unique investment options, trust our Advisors to guide you in the right direction. Advisors are available in-branch or they will meet you wherever you happen to be.
When to choose a SunCu Advisor.
Investors focused on retaining and building their wealth trust the financial experts at Sunshine Coast Credit Union’s wealth management subsidiary, SunCu Financial Services Inc. They are there to help you develop a comprehensive financial plan built on a variety of investment options.
Let us help match you with the right advisor
604.885.3792
Meet your SunCu Advisors
Alex Albrecht, PFP®
Investment Advisor
- Qtrade Advisor at SunCu Financial Services Inc.†
- Qtrade Top Advisor Award 2016-2017
- Advising since 1997
Alex helps clients:
- Create customized portfolio-based solutions
- Access sound financial advice and investment strategies based on their unique and individual circumstances
Get in touch with Alex:
Call: 604.885.3792
Tracy Cousins, CFP®
Certified Financial Planner
- Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services†
- 30+ years experience in Financial Services
Tracy helps clients:
- Achieve a state of affluence: independence, peace of mind, and the ability to make confident, purposeful financial decisions
- Consider their entire financial and personal situation holistically, from their taxes to their estate wishes
Get in touch with Tracy:
Call: 604.885.3792
John Georgescu, CIM, FCSI, PFP
Financial Planner, Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services Inc.†
- Qtrade Top Advisor Award 2014-2017
- Over 10 years experience advising clients and members
John helps clients:
- Tailor traditional or sophisticated investment strategies to meet their specific needs
- Build a holistic plan that maximizes their financial resources, reduces debt, and provides solutions to achieve the financial goals and dreams that are most important to them
Get in touch with John:
Call: 604.885.3792
Meet your SCCU Mobile Financial Advisors
Grace Gamboa
Mutual Fund Representative*
- Mobile Financial Advisor since 2018
- Sunshine Coast local since 2014
Grace helps clients:
- Guide their financial well-being through service and expert advice, where and when they need it
- Determine an investment portfolio to achieve their goals
Kim Starnes
Mutual Fund Representative*
- Mobile Financial Advisor since 2015, Sunshine Coast local since 1994
- 21+ years working with SCCU
Kim helps clients:
- Grow their investments with long-term financial support
- Achieve their financial goals by offering holistic financial advice
Karly Elliot
Mobile Mortgage Advisor
- Mobile Financial Advisor since 2013, Sunshine Coast local since 2010
- 10 years working with SCCU
Karly helps clients:
- Achieve financial wellness through tailored advice.
- Save time by being quick, efficient, and available outside of regular banking hours