Wealth Services

Brighten your future with the right advice!

Our knowledgeable and experienced Investment Specialists are here to support you in achieving your goals and plans for today and tomorrow.
Find out how bright your future can be by taking advantage of a free consultation to learn about the tools and resources available to SVCU members.

Roselyn Jennison, BComm, RIS 
Swan Valley Credit Union Investment Specialist 
Mutual Funds Investment Specialist, Credential Asset Management Inc.
T. 204.734.6847

Roselyn was born and raised in the Swan River Valley. She obtained a Business Commerce degree at University of Manitoba and went on to practice within the Credit Union system in both British Columbia and Ontario. Since 2010 she has gained experience in the full realm of member services as well as lending, and is a Mutual Funds Investment Specialist with Credential Asset Management, practicing since 2016.  With a return to the valley in 2020 Roselyn looks forward to re-connecting with her community and sharing her passion for assisting members in meeting their financial goals.  

She welcomes the opportunity to meet with you for a no-obligation consultation to review all the options available to assist you in moving forward with the most suitable option to meet your financial goals.

Kylie Young, RIS
Swan Valley Credit Union Investment Specialist
Mutual Funds Investment Specialist, Credential Asset Management Inc.
T. 204.734.6833

Kylie started her financial services career in 2011 with Dauphin Plains Credit Union (now Fusion Credit Union) in Gilbert Plains, MB, as a member service representative. 6 years later she would transition to a member service supervisor role at Sunrise Credit Union, a role she would hold until returning to the valley in 2021.  Kylie joined the SVCU team as a Member Services Representative and was promoted to an Investment Specialist in December of 2021, successfully completing the Canadian Investment Funds Course in January of 2022.   

With a focus on assisting members achieve their financial goals, Kylie looks forward to reconnecting and building long lasting relationships with her members in the community where she was born and raised. 

 

Let's grow your financial picture!

There are more options for investing than ever before.  We have a plan, product and service to meet your financial goals.  Not sure about which product or tool would be a good fit for you? Please give one of our Investment Specialists a call for a no obligation consultation about your goals, plans or dreams.  

Mutual funds are offered through Credential Asset Management Inc.

Account Types

Your financial future can prosper with the right plan: RRSP, TFSA, RESP, RRIF & RDSP. 

Today is the perfect day to plan ahead for tomorrow.

Mutual funds are offered through Credential Asset Management Inc.

Ways To Invest

Speak to one of our Investment Specialists about the many options available for investing successfully, including Wealth Management and Digital Investing. 

Investment Products

We have investment products for all types of budgets that can meet your short term and long term financial goals. GICs, Mutual Funds and options for socially responsible investing. 

Mutual funds are offered through Credential Asset Management Inc.

Monthly Market Insights

Keep up to date on current market activities, trends and opinions. 
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