Meet Our Credential Asset Management Inc. Financial Advisors

Credential Asset Management

Meet Financial Advisor Glen Bulger

Glen Bulger, CFP, Financial Advisor,
Credential Asset Management Inc.

Glen has 41 years experience in the financial services industry, having spent 30 years with two national banks, and now 11 years with Vision Credit Union. Historic roles included Branch Administration and Management, Personal and Mortgage lending, Business lending, Account Management, and lastly, Broad-based Financial Planning for personal and business clients/members of those institutions.

Glen is a Certified Financial Planner Professional in good standing and is responsible for provision of direct advice and service to Vision Credit Union Members ending with the provision of Mutual Fund Solutions in a targeted effort to realize the potential higher returns that these investment products may provide in the long term. Valued relationships are built through a consultative evaluation to determine if Mutual Funds are a suitable solution for our members, as they are not guaranteed and contain elements of risk and volatility and are therefore not one size fits all.

Through Credential Asset Management Inc., Glen will research mutual funds that are suited to member's Individual Investment Profiles for recommendation from several of Canada's high performing Mutual Funds.

Meet Financial Advisor Shelley Moch

Shelley Moch, PFP, CEA, Financial Advisor,
Credential Asset Management Inc.

Shelley brings a wealth of knowledge to her position as Financial Advisor. She started her business career in the accounting and taxation fields and has over 30 years' experience in private and corporate industry as an Accountant. Shelley then entered the investment and lending industry, working for two major Canadian banks and has been actively helping members and clients alike for over 17 years. She has attained her PFP and CEA designations, and is a strong believer in continuing education to solidify her member relationships.

Shelley became a citizen representative for Camrose County in 2013 and serves on the Sub-Division and Development Appeal Board. In 2015 she became a mentor for young entrepreneurs through Futurpreneur Canada, a position that allows her to contribute to their success.
Shelley has been a member of Vision Credit Union for over 35 years and is dedicated to her members and their goals.

Meet Financial Advisor Sandra Bucknell

Sandra Bucknell

Sandra Bucknell, Financial Advisor,
Credential Asset Management Inc.

Senior Loans Specialist, Vision Credit Union

Sandra has spent her working career rising in the ranks of the financial industry.

Over the last 22 years Sandra has worked with two of Canada's largest financial institutions. Sandra has a true passion for helping people. She has helped first-time home buyers purchase their first home, set up education plans for their children and prepared them for retirement. She has also helped small businesses upgrade and expand to reach their financial goals.

Sandra has helped people achieve their dreams as a Financial Advisor with both RBC and TD, working closely with clients to understand their financial goals and providing industry leading financial advice to make their goals a reality.

Sandra's attention to detail, great listening skills and the ability to think outside the box enables her to give the best possible financial recommendations we have to offer. She believes that personal service is imperative to find the right financial product for her members.

Developing a financial plan by effectively managing all aspects of a client's financial situation including investments, retirement, estate planning and tax strategy is Sandra's passion. Once a custom-tailored financial plan is in place, she will continue to work with you to ensure you achieve your financial goals.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 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.

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