Meet Our Credential Asset Management Financial Advisors

Meet Financial Advisor Glen Bulger

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

Glen provides Mutual Fund investment solutions for members of all 16 branches of our Credit Union, and is able to access up to 1,400 mutual funds from all Mutual Fund companies in Canada. This is accomplished through the use of the services of Credential Asset Management (CAM), our National Mutual Fund dealer. CAM was established for, and is affiliated with, most Credit Unions across Canada.

Credential has done extensive research across all fund companies and have identified the best of the best funds available, contained in their Platinum list. Glen can truly shop the world for our members as opposed to the Big Five banks who typically sell their own funds in their branch network, outside of a full brokerage option.

Glen spent the first 30 years of his career with two of Canada's major banks, 23 years with CIBC and seven years with RBC. The roles he performed during that time included branch administration, personal and mortgage lending, business lending, branch management, account management, and lastly, broad-based financial planning for individual, personal clients of those institutions. In his former role, he managed the investment and borrowing relationships of a book of 350+ clients.

Glen's primary role with Vision Credit Union is to help our members achieve their long term investment goals through the use of Mutual Fund investment solutions. This is his passion, and has been the foundation of his career for the last 25 years.

Valued relationships are built with our members through a consultative process, starting with an interview to evaluate if mutual funds are suitable investments for the individual member. There are elements of risk involved with market based investments, and therefore they are not one size fits all. If the consultation with our member determines that Mutual Funds are appropriate, Glen will research the funds that are best suited to their established risk profile and present the solution to them for a final decision.

Meet Financial Advisor Shelley Moch

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

Shelley also provides Mutual Fund investment solutions and support for members of our 16 branches, and is able to access 1,400 mutual funds from all Mutual Fund companies in Canada.

Shelley started her career with a focus in the accounting field, having spent time in the private and manufacturing sectors. Her career then took a different direction, and twelve years ago she began working in the financial services industry. While working for BMO Nesbitt Burns and RBC, she held the positions of Sales Assistant and Account Manager. These roles provided her with investment, lending and estate experience, as well as day-to-day account management.

Working closely with members to determine their financial goals and then providing the best financial advice, whether it is a mutual fund solution or not, is just the beginning. Annual reviews and client contact are essential to building and maintaining the trust relationship that is required for both parties to succeed. The initial meeting is not the end, it is just the beginning.

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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