Brandy Gruening is the in-house Senior Wealth Advisor at the Williams Lake and District Credit Unionโs branch in 100 Mile House. Brandy is registered to sell mutual funds in the provinces of British Columbia and Alberta through Aviso Wealth. After many years of employment with the Williams Lake and District Credit Union, since May of 2009, Brandy has dedicated the last 9 years of her career toward
s Wealth Management. Throughout this journey Brandy has been committed to deepening her professional knowledge to serve her members and clients holistically. After much hard work she has acquired her Personal Financial Planner (PFPยฎ) Designation, as well as certificates in Financial Services Advice, Advanced Financial Advice and Advanced Mutual Funds Advice and through the Canadian Securities Institute. Throughout her career development Brandy has also acknowledged the many changes taking place in the Marketplace and acquired the Responsible Investment Specialist (RIS) Designation granted by the Responsible Investment Association Of Canada. Purposefully acquiring this designation has enabled her to position her perspective and advice towards not only earning positive returns for her members but doing so in a way that is also socially and ethically responsible with a focus on improving the environment in which we all live. Working within a locally owned and operated co-operative organization where everyone works together collectively to help one another is important to Brandy. If you would like advice to achieve your financial goals, then she is willing to help. Irrespective of how much money you have or where you come from, what you earn, or you do for a living Brandy looks forward to helping you achieve your financial goals. Advice without expectations is what sets her apart from her competition. Having been raised in the Cariboo, when not in the office you can usually find Brandy spending time outdoors quadding and camping with her husband Patrick, and their daughters. Brandy has spent many hours volunteering with Girl Guides of Canada as a Spark and Brownie Leader, as well as working with Loaves and Fishes Outreach putting together food hampers for those in need. Products and Services available:
Basic retirement planning
Education planning
Investment Counselling - 2nd Opinions
High Interest Savings Account
Term Deposits
Personal and Corporate Accounts
Company sponsored retirement plans
Registered plans including:
Tax Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Registered Education Savings Plan (RESP)
Registered Disability Savings Plan (RDSP)
Locked in Retirement Account (LIRA)
Life Income Fund (LIF)