StellerVista MoneyWorks
How MoneyWorks can help you
- Investment Management – Invest well with your unique lifestyle needs in mind
- Financial Planning – Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
- Business Planning – Protect your business or plan your succession strategy
- Retirement Planning – Build a retirement plan tailored to you
- Estate Planning – Create an estate plan that reflects your values
- Insurance Planning – Create peace of mind knowing your loved ones are protected by insurance
Talk to one of our experienced financial advisors
David L McCracken
Investment Advisor | Qtrade Advisor
Life Insurance Advisor | StellerVista MoneyWorks
TF 866.533.5533
E david.mccracken@stellervista.com
IIROC AdvisorReportColleen Andersen
Administrative Coordinator
StellerVista MoneyWorks Investment Representative | Qtrade Advisor
TF 866.533.5533
Make the most of mutual funds
Mutual funds* are a great way to diversify your portfolio, with many different categories to choose from.
Protect what matters most to you
From your home and car to your new business or next vacation, our partner Kootenay Insurance Services offers the personalized insurance coverage you need to protect what matters.
*Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
*0948859 B.C. LTD. doing business as StellerVista MoneyWorks
