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Planning

 

 Home > Personal Banking > Planning

You don't have to be wealthy to need financial planning services. We offer a variety of products, tools and services to help you make the best of what you have available:

  • Registered Retirement Savings Plans (RSPs)
  • Retirement Income Funds (RIFs)
  • Registered education savings plans (RESPs)
  • Credential Financial Strategies Inc.
    As a YNCU Member, you are encouraged to take advantage of professional financial guidance available through Credential® Financial Strategies. You will receive personal consultation on your financial needs at no cost to you. You work together with Peter Tam, your Credential Financial Strategies representative, to analyze your financial and insurance situation, determine your goals, discuss your options and identify opportunities.
  • Insurance
    YNCU offers Members a full line of home and auto insurance products through the Credit Union Insurance Services program. Protect yourself and your family.
  • Title Insurance
    Unlike home insurance, title insurance provides protection against issues like survey defects, unpaid liens, encroachment issues, construction liens, defects in title, costs arising from building code violations, as well as real estate title fraud
  • Life Events tools and calculators
    From finding your first job, getting married and buying a home to starting a family, giving your kids the right start in life and planning your retirement, you'll find information and advice to help you make the right financial choices for you and your family in the Life Events Planner.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.