When you’re investing in your future it can be intimidating to get started and fulfilling to see results. No matter how you look at investing, you deserve to receive the best support and guidance for your investment needs, when and how you need it.
You can now access services related to your Credential Asset Management Inc.* mutual fund accounts through a dedicated team of Investment Specialists at our contact centre, Libro Connect. The team is available Monday to Friday 8am to 8pm and Saturday 8am to 4pm with no appointment necessary!
Connect with us at your convenience by phone at 1-800-361-8222, by email at firstname.lastname@example.org, or by sending a message through Online Banking. If you’re unsure where to start or how this could work for you, reach out and ask your questions. We’re here to help!
Meet Your Wealth Team
Your team of Investment Coaches at Libro Credit Union and Investment Specialists at Credential Asset Management Inc.* will continue to provide you with exceptional service and tailored advice to ensure your investment goals are met, whether you are saving for a dream vacation, education funds for your children, or planning for retirement.
Wayne Vigneux, RIS Investment Specialist, Credential Asset Management Inc., Wealth Connect Supervisor, Libro Credit Union
After more than twenty years of experience in insurance and financial services, Wayne joined Libro Credit Union in 2020. Wayne has a Bachelor of Commerce Honours Degree from the University of Windsor. He is a member of Responsible Investment Association Canada, having obtained the Responsible Investment Specialist (RIS) designation. Wayne is passionate about helping Owners achieve their goals and realize their dreams – something that he believes is within reach with the right plan. He loves to travel and wants to see as much of world as he can.
Isaac Moran, RIS Investment Specialist, Libro Credit Union, Credential Asset Management Inc.
Isaac earned his Bachelor of Commerce degree from the University of Windsor and a Responsible Investment Specialist (RIS) designation as a member of Responsible Investment Association Canada. Isaac joined Libro in 2019 and works closely with Libro Owners to bring peace of mind when it comes to their financial goals. He loves to golf and draws similarities between the game and financial coaching as both require goals, patience, and persistence.
Ingrid Parrott Investment Coach, Libro Credit Union
Ingrid joined Libro in 2019 and is currently working towards her mutual fund license. Since 2019 she’s been helping Libro Owners uncover ways to make money work better for them holistically. Ingrid is also a registered yoga teacher who aims to bring a mindful approach to wealth management, including the values of strength, balance, and flexibility.
Akash Patel Investment Specialist, Libro Credit Union, Credential Asset Management Inc.
Akash has been working in financial services for three years and joined Libro in 2023. His academic background includes a Bachelor of Business Administration Degree with a speciality in Finance and a Post Graduate Diploma in Professional Financial Services from Fanshawe College. Born and raised in Kenya, Akash looks for experiences where he can learn something new and make an impact on the community.
Timos Patterson, RIS Investment Specialist, Libro Credit Union, Credential Asset Management Inc.
Timos has an Honours Bachelor of Business Administration from Lazaridis School of Business and Economics at Wilfrid Laurier University. Timos holds a Responsible Investment Specialist (RIS) designation, as a member of Responsible Investment Association Canada, and is currently working towards becoming a Personal Financial Planner (PFP®). Since joining Libro in 2018, Timos believes that everyone needs a plan and offers a passion for building wealth and enjoyment of coaching others. He loves sports, community, travelling and being outdoors.
Stefano Shaheen Investment Specialist, Libro Credit Union, Credential Asset Management Inc.
Stefano holds a degree in Finance from St. Clair College and has five years of experience in financial services. He joined Libro in 2022. It’s important to Stefano to understand what matters most to your financial future. He is passionate about making a difference, is a self-proclaimed geek, family man, animal lover, and kid at heart.
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Contact a Wealth at Libro Connect Coach
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