By BOB Awards

Best Financial Planner: Sheldon Craig – Thrive Wealth Management

Sep 12, 2018 | 12:24 PM

It’s your money, and the financial experts at Thrive Wealth Management can help you come up with a plan on how to spend, save it, or invest it.

Just one year after opening in Prince Albert, Thrive Wealth Management has made a mark in the city. Sheldon Craig with Credential Asset Management Inc. at  Thrive Wealth Management has picked up a 2018 BOB Award for Best Financial Planner.

Owned by Conexus and Cornerstone Credit Union, Thrive Wealth Management is located  in 33 communities across Saskatchewan. In Prince Albert, Thrive is located inside the Conexus branch of Second Avenue West. Craig specializes in retirement planning, but can also help when it comes to education, tax, estate or succession planning.

Craig says Thrive Wealth can help you create a road map to reach your financial goals.

“We like to say we’re in the planning and investment business, but we’re more so in the people business,” Craig says.

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“When people come to see us, they’re not just coming to buy a product, they’re getting professional qualified advice and service.”

Craig has been working in the financial services industry for 29 years and specifically in the investment and financial planning industry for over 10 years. He said it’s important to review your financial plan each year to be sure it continues to meet your needs, adding that Thrive Wealth has the tools and information to help.

To learn more about Thrive Wealth Management, stop in at their Prince Albert location or go online to visit their website at thrivewealth.ca.    

Website

Phone: 306-953-6164

Address:
2800B-2nd Avenue West
Prince Albert, SK S6V 5Z4