gfcu MoneyWorks Team

John McPhee

Financial Planner, Qtrade Asset Management Inc.
Life Insurance Advisor, GFCU MoneyWorks
Serving West Kootenay & Boundary

Phone: 250.442.4002
Toll Free: 1.866.442.5511

Out of pure personal interest, John began to study the world of finance; he soon realized that he had a talent for evaluating the current situation and designing creative solutions to achieve the results he wanted. As his interest in finance grew, he decided to pursue formal education to obtain his mutual fund and life insurance licenses. Helping people prepare financially for both expected and unexpected events in life, quickly became his passion. In 1995, he decided to pursue him Certified Financial Planner (CFP©) and Chartered Life Underwriter (CLU©) designations. Having these designations enables him to provide expert financial advice and holistic solutions to meet the unique needs of each of his clients.

Today John get to help people find ways to identify and achieve the financial goals that are most important to them and their family.

Heather Jajic

Mutual Funds Representative, Qtrade Asset Management Inc.
Associate Advisor, NDCU MoneyWorks
Serving Rossland

Phone: 250.362.7043
Toll Free: 1.888.364.7043

Heather has a real passion for helping clients realize their financial goals. Holding a BA in Communications and as a Mutual Funds Representative, she is able to simplify the complex world of investments into easy to understand solutions that empower clients to make informed financial decisions about their future.

As an integral part of the Qtrade team at MoneyWorks, Heather strives to maintain a high level of professionalism with the clients she serves by ensure every interaction is a positive one. Whether she’s working with a new client or valued long-term advocate, Heather takes the time to listen to your needs and resolve situations with unwavering confidence.

0948859 B.C. LTD. doing business as EKC MoneyWorks, GFCU MoneyWorks, and NDCU MoneyWorks. Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.