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Investments
Canvas Advisors can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.
Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory
services offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution
to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial
institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
Already a Canvas Advisor client?
Access Your Account HereContact us for a no-cost, no-obligation appointment with one of our Financial Advisors.
Elizabeth Aitchison
Financial Services Coordinator
- Email: Elizabeth.Aitchison@cunamutual.com
- Call: 303-639-2864
Meet Our Financial Advisors
Laraine Dickerson, CFP®
Financial Advisor
- Canvas Evans Branch
- Call: 303-518-9673
- Click here to email Laraine
Check the background of Laraine Dickerson on BrokerCheck® by FINRA
Aaron J. Haugland
Financial Advisor
- Canvas Littleton Branch
- Call: 303-639-2255
- Click here to email Aaron
Check the background of Aaron J. Haugland on BrokerCheck® by FINRA
Adam Allsop
Financial Advisor
- Canvas Highlands Ranch Branch
- Call: 303-518-2619
- Click here to email Adam
Check the background of Adam Allsop on BrokerCheck® by FINRA
Rebecca Madden
Financial Advisor
- Canvas Evans Branch
- Call: 303-639-1411
- Click here to email Rebecca
Check the background of Rebecca Madden on BrokerCheck® by FINRA
FINANCIAL PLANNING
Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.
RETIREMENT PLANNING
Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.
COLLEGE PLANNING
Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.
TRUST & ESTATE CONSERVATION*
An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.
*Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please
consult a tax professional. For legal questions, including a discussion regarding estate planning, please consult your attorney.
Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory
services offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution
to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial
institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States
of America. FR-2937026.1-0220-0322
Want to view all the fine print, visit our
Disclosures web page.
