Contact Our Wealth Consultants

Kay Brown
Wealth Consultant
Credential Asset Management Inc.
[email protected]

Kay holds a Personal Financial Planning designation since 2011 and has been with WFCU Credit Union as a Wealth Consultant since 2012.  Kay obtained her Investment Funds in Canada course in 1994 and her Canadian Securities license in 1999.  She has worked in a variety of roles in her 30 year Financial Services industry career, which include Financial Services Manager, Mutual funds Investment Specialist, Investment Representative and Investment Advisor.

The experiences of some of the most volatile markets in history have provided Kay with a very deep understanding of the needs of people and their financial wellness and goals. She takes a personalized approach which is focused on client priorities. Kay will work side by side with our Members to help alleviate their financial worries and to assist them with focusing on their long term goals.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.