Cheryl Crowe

Senior Financial Advisor, SRI Investments
Assiniboine Credit Union

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

I have over twenty years of working in the field of socially responsible investing. Working closely together with my clients, I build custom portfolios based on the social and environmental values that they wish to incorporate into their overall investment strategy. I have previously served on the RIA board for nine years and was President and Chair for over three years. There has been tremendous growth in this area lately and there are many more options to choose from ..not all choices are the same. I look forward to working with new clients to achieve their financial goals and dreams through responsible investing.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Taxation planning
  • Investment management
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • Manitoba