Meet the Team
Anand Sharma, CFP®
FINANCIAL PLANNER, G&F, CREDENTIAL SECURITIES
I am proud to be a member and employee of a B.C. Credit Union, as my values of helping members succeed and prosper in their financial goals align with Credit Union values. I’m also proud to contribute to the work we do enriching our local communities.
Anand has worked with credit union members for over 20 years in helping them discover their financial goals and creating a roadmap to achieve them. With his education and experience, earned by working closely with members, he believes that the path to success begins with a solid financial plan.
Anand likes to start by encouraging you to open up about your financial goals and how you envision your retirement. Using the planning tools at his disposal, he engages you in a disciplined approach to investing which helps you achieve your desired goals.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Cory Cop, RIS
INVESTMENT SPECIALIST, G&F, CREDENTIAL ASSET MANAGEMENT INC.
I find it so rewarding to build trust with my members allowing them to feel confident in my ability to help them reach their financial goals and give them more time to focus on their careers and family.
Cory has been working with Credit Unions since 2016. After completing his Bachelor’s degree in Economics from the University of Victoria he obtained his Canadian Securities Course (CSC) certification from the Canadian Securities Institute.
As an investment specialist, Cory listens to you to find out what you value most. He provides you with investment strategies tailored to reach your financial goals and objectives. He knows that investing can seem very complicated and can involve language that many people aren’t familiar with. So he’ll make sure to avoid using “investment jargon” when he speaks with you.
Cory strongly believes in saving early and often. He’ll remind you that paying yourself first is a great method to achieve financial success over the long term.
Mutual funds are offered by Credential Asset Management Inc.
WEALTH PROTECTION PLANNER
G&F financial group Insurance Services
It can feel uncomfortable to talk about illness and, because of this, other insurance planners may try to make up their client’s minds for them. I won’t do that. I will present you with options for your insurance coverage and help you along the way.
Steve has nearly two decades of experience in the financial services industry and has spent the last 10 years specializing in insurance. As a Certified Health Specialist (CHS), Steve gives specialized advice on disability, critical illness and long-term care insurance.
Having dealt with all types of financial situations over his career, Steve offers practical advice on how you can best protect your assets, without the added pressure of a commissioned sales approach.
Having a “difficult conversation” with Steve can benefit your family in the long run.
When Steve met with Rob+, a new immigrant to Canada—and the sole breadwinner for a family of three—he encouraged Rob to get critical illness insurance coverage as part of his life insurance package. Rob was only 46 at the time; he underwent a full medical check and was deemed in good health. But just two years later, Rob fell ill unexpectedly and had to undergo heart bypass surgery. He couldn’t work so he used his critical illness insurance to help him meet the costs of rent and groceries and caring for his family.
I feel proud I was actually able to help someone like Rob.
Steve believes strongly in helping you protect your family and the assets you work very hard to accumulate. This is how he approaches all cases. Talk to Steve about your insurance needs today.
Insurance products are available through G&F Financial Group Insurance Services Ltd., a wholly-owned subsidiary of G&F Financial Group.