Moya Financial Matters

We meet Brown's Line branch manager David Wreglesworth and talk about the key advantages of banking with a credit union plus tips for financial security

Episode Summary

In this episode we connect with David Wreglesworth, Moya Financial’s branch manager at main branch located at Browns Line.  But more than a branch manager, at Moya David is the focal point and key contact between our members, our investment team and part of the leadership group.  For members, this means a direct connection between the front lines at the branch and head office, ensuring that the membership experience, needs and objectives are in sync.

Episode Notes

Greetings and welcome to “Moya Financial Matters” brought to you by Moya Financial Credit Union in Toronto, Canada.   This podcast is not intended to provide financial or financial planning advice, please visit us in person at our branch and we’d be more than happy to meet and chat in person!

In this episode we connect with David Wreglesworth, Moya Financial’s branch manager at main branch located at Browns Line.  But more than a branch manager, at Moya David is the focal point and key contact between our members, our investment team and part of the leadership group.  For members, this means a direct connection between the front lines at the branch and head office, ensuring that the membership experience, needs and objectives are in sync.

David reflects on his rich, decades-long career in the financial sector helping Canadian achieve their financial goals and objectives, and really helps bring home the differences between being a credit union member and a customer of the big financial institutions.  As well, David shares his top tips for existing and prospective members on how to work with him and his team to really experience all the things that Moya Financial has to offer.

Let’s listen now to my interview with David

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Thanks to David for being our guest for this episode of Moya Financial Matters!

Be sure and tune in on a regular basis on Apple iTunes or your favourite podcast platform for more episodes of Moya Financial Matters -  please rate and review, and be sure and recommend to a friend or colleague in the Slovenian community and beyond - anyone who is looking for a no-fee alternative to the big banks and wants to feel like more than a number when they deal with their financial institution.   To learn more visit us at www.moyafinancial.ca.

I’m your host Michael LeBlanc, and until next time, have a great week!