Josie Young, BA, CFP

Wealth Advisor
Vancity/Credential Securities

Vancouver East, Vancouver West, Vancouver Kitsilano

Contact
Phone 604.709.5834
josie_young@vancity.com

As a Wealth Advisor, Josie provides each of her members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 25 years of experience providing sound financial advice, Josie specializes in the planning and implementation of wealth management strategies, retirement income and tax planning.

In addition to having her Bachelor of Arts degree in Economics from the University of British Columbia, Josie is holds the Certified Financial Planner (CFP) designation.

Josie is firmly committed to long-term relationships with her members. She works with her members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. She takes great pride in her role as an Advisor and feels the biggest endorsement she can receive from a member is when they tell their friends and family about their positive experience.

Josie can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, fee-based investment accounts, and fossil fuel-free investment options.