CUETS Master Cards

Meet Herman Gill

Associate Advisor/Mutual Funds Representative

Bachelor of Business Administration (BBA) | OCU Wealth Management

Qtrade Asset Management Inc.


As an investment specialist, since 2012, I am proud to serve the Southern Okanagan Boundary region at Osoyoos Credit Union.

 

Herman Gill

 

Why I Love What I Do  

After completing my post-secondary and working in various roles within the financial services industry, I noticed that there was one important piece that everyone in my family was missing, and that was proper financial planning to make sure people set themselves up for the future, as well as to protect them. Often clients lacked the proper advice. I was quickly able to identify the gaps in their knowledge and provide the guidance to make sure that they are set up for success in the future. 

Giving Back to Our Community

I look forward to being part of the community now that I am back in the Okanagan. You will find me supporting all the great causes supported by Osoyoos Credit Union and finding ways to help community groups navigate their goals.

More About Herman

I was born and raised in the South Okanagan and feel fortunate to be back home. The Okanagan has so much to offer, including the great weather. In my spare time, I enjoy helping out with the family business, playing sports and spending time outdoors.