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Lance Toly, RIS, B.A
Investment Specialist & Wealth Consultant | Credential Asset Management Inc.
Lance completed his B.A. Communication Studies at Brigham Young University and returned to Lethbridge to obtain a position at the College as an Employment Specialist. In his quest to increase his knowledge on how money works, he pursued a mutual fund and a career in the Financial Services industry. He joined the Credential Asset Management team in 2009. Over the years, he has helped clients achieve their lifestyle and financial aspirations by creating and preserving wealth; focused on providing solutions to what matters most to them.
“One thing I didn’t expect to hear from clients is how much they appreciate that I can turn the seemingly complex world of wealth management into simple solutions that meet their goals. Going from not understanding a lot about the investment world myself to this expression of gratitude in what I do not only inspires me to do my best every day but gives me the opportunity to see dreams come true for people I really care about.”
Investment Specialist & Wealth Consultant | Credential Asset Management Inc.
Lance completed his B.A. Communication Studies at Brigham Young University and returned to Lethbridge to obtain a position at the College as an Employment Specialist. In his quest to increase his knowledge on how money works, he pursued a mutual fund and a career in the Financial Services industry. He joined the Credential Asset Management team in 2009. Over the years, he has helped clients achieve their lifestyle and financial aspirations by creating and preserving wealth; focused on providing solutions to what matters most to them.
“One thing I didn’t expect to hear from clients is how much they appreciate that I can turn the seemingly complex world of wealth management into simple solutions that meet their goals. Going from not understanding a lot about the investment world myself to this expression of gratitude in what I do not only inspires me to do my best every day but gives me the opportunity to see dreams come true for people I really care about.”
Greg Boles, CFP®
Financial Planner & Wealth Consultant | Credential Asset Management Inc
Greg completed his Bachelor of Management in Accounting from the University of Lethbridge with the intention of becoming a Chartered Accountant. Although he has always been drawn to number-inspired and analysis-based subjects, he thought “investments” and “the stock market” were scary, risky things, so he hadn’t even considered it as a career. He started as a Teller and got promoted to Broker’s Coordinator under Wealth Management services. He ended up loving the industry so much that he obtained his investment license and the Certified Financial Planner (CFP®) designation.
“One of the things I love about being a Wealth Consultant is knowing what I do every day has a genuine impact on my client’s quality of life and the things that matter most to them. Whether it’s as simple as opening RESP for their child’s education or as complex as building retirement solutions to achieve personal lifestyle goals, helping clients navigate the myriad of financial decisions they face is what motivates me to do my very best."
Financial Planner & Wealth Consultant | Credential Asset Management Inc
Greg completed his Bachelor of Management in Accounting from the University of Lethbridge with the intention of becoming a Chartered Accountant. Although he has always been drawn to number-inspired and analysis-based subjects, he thought “investments” and “the stock market” were scary, risky things, so he hadn’t even considered it as a career. He started as a Teller and got promoted to Broker’s Coordinator under Wealth Management services. He ended up loving the industry so much that he obtained his investment license and the Certified Financial Planner (CFP®) designation.
“One of the things I love about being a Wealth Consultant is knowing what I do every day has a genuine impact on my client’s quality of life and the things that matter most to them. Whether it’s as simple as opening RESP for their child’s education or as complex as building retirement solutions to achieve personal lifestyle goals, helping clients navigate the myriad of financial decisions they face is what motivates me to do my very best."
