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 Financial Service Advisor.
If you're seeking strategic savings advice and unique investment options, trust our Financial Service 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
Meet your SunCu Advisors
Tracy Cousins, CFP®
Financial Planner, Investment Advisor and 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:
C: 604.885.3792
John Georgescu, CFP®, CIM, FCSI, PFP
Associate Portfolio Manager, Financial Planner, Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services Inc.†
- Qtrade Top Advisor Award 2014-2017
- Over 15 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
- Portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. This approach helps my clientele find peace of mind so they can focus their energy on quality time with family, trips around the world or other lifestyle pursuits.
Get in touch with John:
Meet your SCCU Mobile Financial Service Advisors
Grace Gamboa
Mobile Mortgage Advisor
- Mobile Financial Service Advisor since 2018, Financial Advisor since 2014
Grace helps members:
- Providing investment solutions to improve their overall financial health
- Save time by being quick, efficient, and available outside of regular banking hours
Karly Elliot
Mobile Mortgage Advisor
- Mobile Financial Service Advisor since 2013, Sunshine Coast local since 2010
- 10 years working with SCCU
Karly helps members:
- Achieve financial wellness through tailored advice.
- Save time by being quick, efficient, and available outside of regular banking hours
Isha Raina
Mutual Fund Representative*
- Financial Service Advisor since 2016
- Able to assist members in English, Hindi, and Punjabi
Isha helps members:
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Through patient conversations and asking goal oriented questions
-
Target what's important to them and works with them to achieve results
We are always here to help
*Mutual funds are offered through Qtrade Asset Management Inc.
†Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a divsion of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from Qtrade Advisor investment advisors who hold financial planning accreditation from applicable regulatory authorities. Insurance products are offered through SunCu Financial Services. Find out more about your Advisor: visit IIROC AdvisorReport.
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