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by Heather Ferguson Berkshire Securities Inc. and Advance Savings Credit Union are pleased to announce a unique partnership. Developed in the fall of 2007, this joining of services is designed to offer a wider spectrum of financial investment choices to their clientele, not only in the day-to-day financial concerns but also in more long-term investment portfolios. Committed to the financial health and well-being of their client base, these two organizations have a full roster of products and services designed to facilitate lifestyle choices and investment opportunities with plans tailored to each client’s needs and expectations. Berkshire Securities Inc. has been serving Canadians nationwide for over 20 years. Offering personalized investment planning and financial advice to a huge client base, Berkshire Securities Inc. has a comprehensive approach to financial support, with the flexibility to meet the changing needs of the consumer in every demographic, from the individual investor and capital market groups to corporate clients. Its range of services and products include mutual funds, RRSP’s, RRIF’s, Group RRSP’s, monthly savings plans, systemic withdrawal plans, and a range of specialty investment products which can be tailored to meet client specifications. Berkshire Securities Inc. has built a solid reputation for excellence in service. Advance Savings Credit Union belongs to the Credit Union Central of Canada, offering an alternative to the traditional role of banking. As a strictly member-driven provider of financial services, the credit union is increasingly becoming the financial institution of choice for the discriminating consumer who prefers to have a role in guiding the direction of their own financial outcomes. Advance Credit Union is made up of a membership of shareholders who, as owners, each have a vote in determining policies and procedures and in choosing the governing Board of Directors. Regular meetings and newsletters keep members apprised of the latest financial developments, and of the many privileges including patronage rebates. In the interest of its membership, credit unions offer greater accountability, good stewardship, and a responsibility to provide a profit for every client/member. With a mission to strengthen growth and development, and to provide stellar service, Advance Credit Union has the best in goods and services, including personalized and automated teller service and telephone and online banking capabilities. In a greater bid to widen their service, Berkshire Securities In. and Advance Savings Credit Union have embarked on a joint venture to combine their strengths to the mutual benefit of both of their organizations and their respective customers. “In today’s competitive market place, Advance Savings Credit Union is looking to a wealth management solution to deliver to its current and potential customers, and Berkshire Securities Inc. meets that model,” says Mr. Don Roper of Advance Savings Credit Union. “We, at Advance Savings Credit Union are very pleased to be working in partnership with Berkshire Securities Inc. Planning for one’s future and for those of our loved ones is so important,” added Dan Noel, Branch Manager and Senior Financial Advisor at Berkshire’s Moncton branch. “That’s why it’s so critical that people receive independent and unbiased advice from a professional financial advisor or insurance agent. They can best assess the client’s needs and find the most appropriate investments and services to meet those needs.” Read More Business Showcase Articles
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