Our approach to wealth planning focuses on what’s most important to you. To find out what that is, we listen and learn. Then we work with you to develop a personalized financial strategy that will get you from where you are now to where you want to be.
Maybe you're beginning your career or starting a family and saving for a home. Maybe you're in your peak earning years, saving for your child's education, and looking ahead to retirement. Or, maybe you've already retired and want to make sure your income lasts and your wealth transfers smoothly to the next generation. Whatever stage you're at, speak with us to learn how we can help you meet your goals.
For security and stability, choose term deposits that are 100% guaranteed by the Credit Union Deposit Insurance Corporation of British Columbia.
When you invest in a mutual fund, you benefit from 'basket investing' which is designed to help you achieve your objectives and avoid downturns in the market.
We proudly provide all investment solutions that our fellow competitors have like stocks, bonds, ETF's and more. We are IIROC compliant, which means we are subject to rigorous, comprehensive training and screening, and our advisors have years of experience to help provide you with the best wealth planning advice available.
At every branch, you'll find an Investment Specialist or an Investment Advisor, who are all equipped to provide the best planning and advice possible. Our CFP designated professionals can also guide you through the financial planning process and recommend specific products and strategies to help you achieve any of your objectives. We look forward to meeting you.
Life is full of unexpected changes and planning for them can be difficult. Having the right insurance in place provides security for your family and peace of mind for you, so that you can enjoy what's happening today without worrying about tomorrow.
Saving early and saving more towards retirement can help you pay for the fun stuff, like travel and fine dining, after you stop working. RRSPs give your savings a leg up with a tax deduction and tax-deferred growth. Not sure where to start? Check out our guide to help get you on your way.