Financial Planning

Financial Planning

It’s never too late to start planning

Our in-house wealth management specialist has the knowledge and experience to help you achieve your goals, whether it’s saving for retirement, education or purchasing your first home.

With access to a full range of savings, investment and insurance options, we will help you make the right choices to suit your needs.

Specializing in:

  • Financial Planning*
  • Wealth Management
  • Estate Planning
  • RRSPs
  • RESPs
  • Mutual Funds*
  • Ethical Funds®*
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Group Benefits (10+)

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Direct, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.c. is a Member of the Canadian Investor Protection Fund.

Ethical Funds® are sold in all provinces and territories across Canada.
Ethical Funds® is a registered mark owned by Ethical Funds Inc. and is used under license.

Retirement Services

You’ve achieved your goals, now what do you want to do with your retirement savings? Our Credential Asset Management Financial Planner can help you plan whats next.

Wills and Estate Services

Being prepared and aware of your financial options can make your life’s big decisions much easier, we can help you prepare for life’s unexpected events.

 

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