Wealth Management

Growth Financial

Growth Financial Corporation, a subsidiary of the credit union, was established to provide wealth management services to area residents. Its range of services includes retirement planning, life insurance, investments, estate planning and income protection. Growth financial has the ability to deal with a variety of investments including GIC's, mutual funds, as well as all types of life and health insurance policies distributed through Canadian Life Insurance companies.

Growth Financial Staff

John McPhee is the Certified Financial Planner (CFP) for Growth Financial in Creston. Born and raised in Trail, John is familiar with the Kootenay lifestyle. John moved into the wealth management area in 1994 and spent nine years as an agent with Clarica before joining Growth Financial. John completed his CFP accreditation in 2001 and obtained his Chartered Life Underwriter (CLU) designation in 2003.

John invites area residents to call him at 428-0606 to discuss their financial planning needs.

Brady Lawrence, Investment Representative, was born and raised in the Creston Valley, but moved to Alberta to complete her post secondary education. From Mount Royal College in Calgary she received her Diploma in Business Administration-Marketing/Management. During the summer months she was employed by the Creston and District Credit Union as a Customer Service Representative. Brady left her position there to complete her Applied Degree in Finance at the Northern Alberta Institute of Technology in Edmonton. She is excited to have returned to the Creston Valley as an Investment Representative for Growth Financial.

Please do not hesitate to contact Brady at (250)428-0606, or visit the new office at:
#7-1000 Northwest Blvd., located in the Creston Valley Mall.

Creston & District Credit Union
P.O. Box 215
140 - 11th Avenue North
Creston, BC V0B 1G0
Phone: 250.428.5351