Financial Planning

Financial Planning

Everybody needs a financial plan. Let a PenFinancial Wealth Management Certified Financial Planner help you plan for your future.

  • We learn about you and your goals (and we might even suggest a few goals that you didn't think of). Remember: we're a credit union, so we make a point of understanding who you are and what you need.
  • We're experts in financial planning and strategies. That means that, not only can we identify what you need and want, we can help you get the most out of your finances with a tailored, practical financial plan.
  • We have access to the products and services your financial plan needs. From simple savings accounts to the most complicated annuities, from term deposits and RSPs to mutual funds* (and everything in between), we can explain what you need and we can make sure that you're using it.
  • We help you stay on course. We'll monitor your financial plan with you, and work with you over time to review your goals, make changes to your plan where necessary, and make a new plan as your circumstances change.

How do you know if you need a financial planner?

You might need a financial plan if you're thinking (or worrying)

  • How to make more money on your investments
  • How to pay for your child’s education
  • How to prepare for retirement
  • How to get into more sophisticated investments, like mutual funds
  • How to pay less taxes
  • How to manage your debt
  • How to finance a major purchase, like a house or a retirement property

Financial Planning Team

PenFinancial Wealth Management team of Financial Planners are here to help you make sense of your finances and get you on track to a successful financial future. 

Our Financial Planning team can help you with the following services:

Contact us at emailus@penfinancial.com or call one of our Financial planners for your free, no obligation, financial assessment.


*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

 

Locations

Enter address, postal code or branch name