Meet with a Financial Advisor
Welcome to Personalized Financial Advice
As a Sudbury Credit Union member, you have access to a Financial Advisor who will work hard to understand your needs and help you through the financial decisions you need to make at each stage of your life.
A Financial Advisor is available to you whenever you need individualized expert advice in the areas of cash flow, budgeting, investing, borrowing and other financial matters.
Copper Cliff - 705-682-0645
| Advisor Name | Position | Extension |
|---|
| Claudette Strom |
Branch Manager |
4025 |
Downtown - 705-674-7526
| Advisor Name | Position | Extension |
|---|
| Claudette Strom |
Branch Manager |
7025 |
New Sudbury - 705-566-2931
| Advisor Name | Position | Extension |
|---|
| David Blackburn* |
Branch Manager |
5025 |
| Kelly Ball |
Financial Advisor |
5013 |
| John Dainton* |
Financial Advisor |
5014 |
| Nadine Landry |
Financial Advisor |
5011 |
South End - 705-522-5550
| Advisor Name | Position | Extension |
|---|
| Erin Martin* |
Branch Manager |
3025 |
| Tom Yeo |
Financial Advisor |
3011 |
| Kirk Sherman |
Financial Advisor |
3012 |
Second Avenue - 705-566-8540
| Advisor Name | Position | Extension |
|---|
| Karen Mathes-Cornell |
Branch Manager |
6025 |
| Kim Goegan |
Financial Advisor |
6012 |
| Carla Harrison* |
Financial Advisor |
6011 |
| Pat Brady* |
Investment Specialist |
6014 |
Levack - 705-966-3451
| Advisor Name | Position | Extension |
|---|
| Sue Whealon* |
Branch Manager |
8021 |
| Celina Martel |
Financial Advisor |
8021 |
Lively - 705-692-3635
| Advisor Name | Position | Extension |
|---|
| Sue Whealon* |
Branch Manager |
2025 |
| Cindy DiFilippo |
Senior Financial Advisor |
2011 |
| Taryn Stuart Rivard* |
Senior Financial Advisor |
2012 |
| Celina Martel |
Financial Advisor |
2013 |
Commercial Department
| Advisor Name | Position | Location | Phone # | Extension |
|---|
| Paul Mainville |
Commercial Manager |
South End |
705-522-2716 |
3225 |
| Sean Spencer |
Commercial Account Specialist |
South End |
705-522-2716 |
3211 |
| Kristy Tedford |
Commercial Account Specialist |
South End |
705-522-2716 |
3212 |
| Bruno Fortin |
Commercial Account Specialist |
New Sudbury |
705-566-2931 |
5080 |
*Also performs the function as a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
