Financial Planning:
Grow Your Wealth. Town view - Paris - Karen von Knobloch
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 your Credential Financial Strategies representative to analyze your financial and insurance situation, determine your goals, discuss your options and identify opportunities.
What is your priority?
Saving for a first home? Providing a university education for a child? Building a nest egg for a comfortable retirement?
Regardless of your assets, everyone needs to talk to a CFP, even if it’s only once, and it’s just another benefit of your membership.
The Credential® Financial Strategies program offers a variety of protection and investment plans that complement the traditional savings programs we offer. Together, they provide a member-focused strategy that accounts for the separate and distinct financial needs of each individual. Credential® Financial Strategies offers credit union members across Canada the opportunity to obtain personal financial planning and analysis from qualified and experienced professionals without cost or obligation.
A member company of Credential Financial Inc., Credential® Financial Strategies is a dynamic part of the cooperative system. Operating across Canada, and servicing both the credit union and caisse populaire markets, Credential® Financial Strategies delivers the full spectrum of wealth management services, from estate planning and insurance to education funding and retirement planning. Today, over 1.4 million members have access to the Credential® Financial Strategies program nationally.
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