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Fall 2010

a newsletter for G&F Financial Group Members

in this issue

Soar and Score with G&F Financial Group 1.5% first year *



second year * Rates subject to change. Some conditions apply.

G&F’s 2-year escalator deposit is priced to help your savings soar!

Get in the savings game with G&F’s fall term campaign Make Your Savings Soar G&F’s 2-year cashable escalator term deposit is priced to help take your savings to new heights while offering you the freedom to make changes on the anniversary date. Get 1.5% in the first year and move up to 3% in the second. Make Your Savings Score Stability and great returns are also available with our 3-year nonredeemable deposit at 2.6%. Make sure your investment grows even if the market goes offside!

And there’s more ways to score this Fall! In partnership with the Vancouver Giants, when you take advantage of this fall term promotion, you could win game tickets! As always, the G&F Financial Planning team is ready to help you establish the right mix of investments for your portfolio and offer expert advice on a winning game plan. Make your savings soar and score this season! Ask your branch for details.

Thank you to all the sponsors of our Annual Charity Golf Tournament! JackFM News 1130 Telus Credential Cumis Stewart Aulinger & Company Open Solutions Valley Law Group Pro Financial Solutions Lodestar Technologies Love Fortune Northwest & Ethical Investments Buchanan Printing Harrop-Phillips Powell & Gray Brinks Inc. First Data Canada Agatha Chung Notary Public Teamsters Local #213 Sundawn Franklin Templeton TD Mutual Funds Jessie Vaid Notary Public Del Virk Notary Corp SABA BC Threshold Kwantlen Gateway Appraisals Bakerview Realty Appraisals William Cadman Law Group Sanghera Law Group Ghag & Co. Law Firm District Factory Outlet King-Ha Chan Talaris Ino-Tek Wingenback Inc Microsoft Rogers AGF Stanley Security Solutions Wingenback Inc. Microsoft Local Union 280 S. P. Richards CMHC Surrey Board of Trade Pacific Breeze First Canadian Title CRI Canadian Topline G4S Cash Solutions Canada Ltd. CU Training Inc.

Thanks for your support!

G&F Financial Group Annual Charity Golf Tournament Despite the weather, participants, sponsors, volunteers come together for a fun filled day on the links. G&F Financial Group’s Annual Charity Golf Tournament took place at Richmond’s Greenacres Golf Course on September 13. With a rainy morning that gradually transformed into a breezy afternoon, participants made their way through a series of fun filled activities, challenges, prize draws, and an exciting round of golf.

Once again, over  $20,000 was raised! This year’s winning foursome was led by Fleetwood Branch Manager, Ruby Dhillon, and included team members Aman Bains, Ranj Deol, and Dale Mand. Congratulations also go out to Men’s and Ladies’ Longest Drive winners Aman Bains and Colleen O’Neill, Men’s and Ladies’ Closest to the Pin winners Dale Mand and Cindy Fergusson, as well as Charity Raffle winner Darcy Davis. Darcy is the lucky recipient of a 55” Samsung LED HDTV, a home entertainment package, a netbook computer, and a $250 Best Buy gift card.

Over $20,000 was raised from the tournament and raffle. Proceeds from this year’s tournament benefit SOS Children’s Village BC, a local organization dedicated to improving and sustaining the quality of life for foster children. The tournament was a success due to the unwavering support of our sponsors, golfers, and volunteers. A big thank you goes out to all sponsors, volunteers, golfers, and participants of the Charity Raffle for their support of the tournament and SOS Children’s Village.

G&F Financial Group Honoured for Donation to Moody Park Youth Centre $10,000 used to outfit kitchen at youth centre On Wednesday, September 15, the Moody Park Youth Centre celebrated its opening with a ribbon cutting ceremony attended by local youth, politicians, and community groups.

“ an integral component of the youth centre.”

Equipped with a recreational area and weight room, a lounge area, computer room, and washrooms, G&F Financial Group’s donation of $10,000 was used to fund equipment for the kitchen in the centre, an integral component the youth had insisted upon during the building phase. Louise Perry, Manager of the New Westminster Branch was on-hand to receive a special plaque for G&F Financial Group’s financial contribution. As a dedicated community partner, G&F Financial Group supports the areas where we live and work via participation in community groups, events, donations and donations in-kind. For a listing of our community events, visit

Your Investments at a Glance

Introducing CHIP Cards

with AccountPlus

A new and safer way to bank at G&F

AccountPlus is coming soon to your Member Direct online banking! This new feature combines your online banking information with those of your Credential Financial Inc. or Ethical Funds investments – everything is at a glance with AccountPlus! You won’t need multiple log ins to look at your investment or your online banking information. It will all be streamlined for your convenience and ease of use. If you have online banking you will soon be able to access your Credential Account information directly through Member Direct! Visit for more information!

We’ll be introducing a safer way to pay with your Member Card debit card in the upcoming months! CHIP card Member Cards are embedded with a microchip technology that makes debit cards much harder to duplicate or change. They also require members to input a personal identification number (PIN) for all transactions to authenticate the user. These cards can be used wherever debit transactions are accepted. It’s win-win in terms of convenience and security! As your financial and personal information is our top priority, we’ll be replacing your existing Member Card debit cards with the new CHIP cards. Look for your new CHIP debit cards in the mail as our roll out for Member Card replacement begins, moving into the new year. Questions? Ask your branch for details.

G&F Meet and Greet Get to know our Financial Planning Team! Douglas Kung

Serving: 41st Avenue, Main Street, Hasting branches Experience in the industry: Douglas has been working in the credit union system for 16 years. He started as a Teller for Vancity and worked his way up to a variety of positions before becoming an Investment Specialist. He is currently a Financial Planner with G&F Financial Group. Educational Background and Credentials: Douglas graduated from BCIT’s Associate Certificate of Financial Planning Program, majoring in Finance. He has obtained his designations for CFP (Certified Financial Planner) and CIM (Canadian Institute of Management). Continuing his studies as part of his CFP, Douglas enrolls in courses through the Canadian Securities Institute (CSC). Other Skills: Douglas speaks conversational Cantonese.

Laura Avram

Serving: Fleetwood, Nordel, Cloverdale branches Experience in the industry: Laura has worked in the financial services industry for three years. Her previous position as an Investment Advisor Associate included tasks such as stock trading, client portfolio and planning reviews. She is a new addition to the Financial Planning team at G&F Financial Group. Educational Background and Credentials: Laura completed the Financial Management Diploma Program from BCIT and obtained her FMA (Financial Management Advisor) designation. She is in the process of working towards her PFP (Personal Financial Planner), CFP, and CIM designations. Laura is currently taking courses through the CSC. Other Skills: Laura speaks Romanian.

Steve Li

Serving: Richmond Centre, Steveston branches Experience in the industry: Steve is new to G&F Financial Group. He has worked in the industry for one and a half years. Prior to joining G&F, Steve worked as an Associate Consultant providing financial planning solutions for clients at Investors Group. Educational Background and Credentials: Steve has also obtained his Bachelor’s degree from UBC in Commerce, as well as the designations for CSC, LLQP (Life License Qualification Program), CPH (Conducts and Practices Handbook), and is looking at completing his CFP in 2011. Other Skills: Steve speaks Mandarin.

Greg Nakano

Serving: South Burnaby, Southpoint, New Westminster, Port Coquitlam Experience in the industry: Greg has worked in the financial services industry for seven years. Prior to working at G&F Financial Group, Greg worked for RBC at the branch level, eventually moving on to investments with RBC Dominion Securities. While working for RBC, he created investment portfolios and comprehensive financial plans for clients. Greg is part of the Financial Planning team at G&F Financial Group. Educational Background and Credentials: Greg completed his Financial Management Diploma Program at BCIT with a specialty in Corporate Finance. He currently holds designations in FMA and CFP. Other Skills: Greg is currently taking courses in life insurance.

BURNABY Corporate Office 7375 Kingsway 604-517-5100 South Burnaby Branch 7375 Kingsway 604-521-2315 Southpoint Branch 6911 Southpoint Drive 604-528-8383 PORT COQUITLAM Port Coquitlam Branch 400 – 2748 Lougheed Highway 604-941-8300 NEW WESTMINSTER New Westminster Branch 760 6th Street 604-526-2122 RICHMOND Richmond Centre Branch 7971 Westminster Highway 604-278-0220 Steveston Branch 3471 Chatham Street 604-271-5911 SURREY Cloverdale Branch 500 – 6456 176th Street 604-575-3900 Fleetwood Branch 101 – 15910 Fraser Highway 604-599-6177 Nordel Crossing Branch 101 – 12020 Nordel Way 604-507-8688 VANCOUVER 41st Avenue Branch 2735 East 41st Avenue 604-437-4774 Main Street Branch 1 – 2949 Main Street 604-879-7131 Hastings Branch 803 East Hastings Street 604-254-9811 MEMBERLINK 604-419-7600 WEBSITE

This publication was created by the Marketing Department at G&F Financial Group. For inquiries, please contact

Fall 2010 Newsletter for G&F Financial Group  

Fall 2010 Newsletter for G&F Financial Group

Fall 2010 Newsletter for G&F Financial Group  

Fall 2010 Newsletter for G&F Financial Group