Do you need help tailoring your financial plans?

Whether you're saving for your first home, investing in your children's education, or planning for retirement, our financial planners can help you make the most of your financial situation. Through Credential Financial Stragegies Inc., Community Savings provides access to financial planning professionals that can help you reach your future goals and dreams. From saving and investing to insurance and estate planning, our planners will help you improve your financial position. They will review your finances and work with you to create a tailored financial plan to meet your needs.

Credential Financial Strategies makes it easy. All you have to do is book an appointment with one of our financial planners. They will even meet with you in the comfort of your own home, with no cost or obligation associated with the assessment. Reviewing your financial position just makes sense.

Meet our team of Financial Planners:

	Jason Becker, CFP Jason has been serving members of Community Savings for over 10 years, and is committed to providing premiere member service. Having been born and raised in Medicine Hat and educated at the University of Lethbridge, he truly understands the needs of members in that area. Jason is pleased to provide investment, insurance and estate planning strategies to members.
Jason Becker, CFP Phone: 403.528.6544 Email: jbecker@credential.com Branches served - Redcliff, Southview
	Luther Dougherty, CFP Luther is a Certified Financial Planner professional who has been helping people achieve their financial goals since 1994. He is highly involved in community activities, ranging from the Subdivision and Development Authority in High River to the Foothills Advocacy In Motion Society. Luther's goal is to provide total financial peace of mind for Community Savings members in the Foothills area.
Luther Dougherty, CFP Phone: 403.652.5963 Email: luther.work@shaw.ca Branches served - Calgary, Crowsnest Pass, High River, Lethbridge and Okotoks
	Darcy Douma, CFP Darcy has been serving the needs of Credit Union members since moving to Medicine Hat in 1998. His main focus is helping members make effective use of their financial resources to prepare for and enjoy retirement. By following a thorough planning process, he can help reconcile your personal goals with your financial assets to develop a retirement and estate planning strategy. As financial planning is not a one-time event, Darcy will work with you every step of the way to implement your plan, monitor your progress and make changes if necessary.
Darcy Douma, CFP Phone: 403.504.2852 Email: ddouma@csagencies.ca Branches served - Bow Island, Crescent Heights, Downtown, Empress, Suffield
	Lesley Grose, CFP Lesley has been serving members of Community Savings for over 10 years and is looking forward to helping her clients achieve their financial goals. She specializes in lending and investment funds, and is qualified to provide insurance advice. Lesley has just received her final licensing for Life and Health insurance, and can now offer a full suite of products to meet her clients' financial needs. Lesley is focused on providing sound financial advice while building a strong personal relationship with her clients.
Lesley Grose Phone: 403.348.9558 Email: lgrose@csagencies.ca Branches served: Alix, Bashaw, Ponoka
	Catherine Matsalla, FMA, FCSI Catherine has a Bachelor of Education degree from the University of Calgary and has completed her PFP and Wealth Management Course through the Canadian Securities Institute. Catherine believes in continuous learning to ensure expertise in wealth management. She also places high value in establishing long term relationships with her clients in order to assist with financial planning throughout the various stages of life.
Catherine Matsalla Cell: 403.391.1798 Email: cmatsalla@credential.com Branches served - Innisfail, Sylvan Lake, Delburne, Elnora and Three Hills
	Rodney Stafford-Mayer, CFP, CSA   Rod holds a CFP designation and is an accredited Certified Senior Advisor. He has been working in the financial services industry for the past 15 years in Central Alberta. He is delighted to offer members in the North Region his financial planning knowledge and experience. Anyone interested in building a solid personal financial plan is invited to see Rod to discuss their financial and estate planning needs.
Rod Stafford-Mayer, CFP  Phone: 403.505.0210 or 1.866.505.0210 Email:  rstafford-mayer@csagencies.ca Branches served - Bentley, Blackfalds, Lacombe, and Rimbey
	Todd Szakacs As a former professional airline pilot, Todd knows the necessity of having a well thought out plan in order to arrive successfully where you want to go. Todd is also well aware of diverse needs of people living in the Central Alberta area, as he has lived here for many years himself. He looks forward to being able to work with you to ensure you arrive at your planned financial destination.
Todd Szakacs Phone: 403.347.6685 Cell: 403.318.7336 Email: tszakacs@csagencies.ca Branches served - North Hill, Parkland Square and Taylor Plaza
	Lynette Wolokoff, CFP, EPC Lynette is a Certified Financial Planner professional who has been in the Financial Services industry since 1997. She is also an accredited Elder Planning Counselor, specializing in meeting the financial needs of people in all stages of retirement. She also specializes in Estate and Small Business planning. Lynette focuses on helping people clearly identify their financial goals, and then develops a personalized plan to help them achieve those goals. She enjoys using her expertise to help others improve their financial well-being.
Lynette Wolokoff Phone: 403.342.8886 Email: lwolokoff@credential.com Branches served - Deer Park, Red Deer Business Banking Centre and South Hill

Talk to us today and start planning your financial future