Wealth Services

Our team can help members set and achieve their unique financial goals through the right combination of investment related solutions and services.

Your Neighbourhood is pleased to be able to provide our members with access to the following investment-related solutions and services:

  • Money Management
  • Retirement Planning
  • Education Planning
  • Investment Planning
  • Estate Planning
  • Health & Dental Plans

If your needs are more complex, our Wealth Consultants also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.

Protect your wealth and the ones you love. It begins with a conversation.

Contact a Wealth Management Consultant today >

Your Neighbourhood Insurance & Investments is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Your Neighbourhood Insurance & Investments are used under license by Credential Financial Strategies Inc.
 

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