CFP Robert Venier joins MoneyWorks

He specializes in creating custom-tailored portfolios and wealth management plans to help individuals and business owners.

Cranbrook-based certified financial planner and investment advisor, Robert Venier, joins the team at Moneyworks financial planning division at the EKCCU. — Photo by Robert Venier

Cranbrook-based certified financial planner and investment advisor, Robert Venier, has joined MoneyWorks financial planning division at the East Kootenay Community Credit Union.

He specializes in creating custom-tailored portfolios and wealth management plans to help individuals, successful business owners and foundations reach their financial goals. 

"Managing your wealth, building it for the future and protecting it from risk are all important tasks. An Investment Advisor and Financial Planner understands this and has built a successful practice that focuses on providing exceptional advice and service to help you build peace of mind while also building wealth," he says.

Robert Venier is a veteran in the financial services industry and is really looking forward to the opportunities with EKC—MoneyWorks.  Before joining EKC—MoneyWorks, he was a staff accountant at the BDO office in Cranbrook.

MoneyWorks has offices in Cranbrook, Grand Forks, Rossland, Nelson, Crawford Bay, Elkford, Fernie and Sparwood.