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Learning to Invest

We put your growth first with our personalized investment plans.

We do things a little differently here by treating our members, just like that, as members. Members of our community and our neighbourhood who have a vested stake in our success. We treat your money like our own—with care, respect, and consideration. Setting you up for long-term success because when you do well, we all do.

Become a New Neighbour

 
 

Money Management

Owning your own home, starting a business, or travelling the world and making memories with family and friends—everyone defines wealth differently. No matter how you define it, our wealth consultants can help get you there.

 
 

Money that Works for You

You’ve worked hard for your money. Set your money up so it can return the favour. Our wealth consultants take the time to get to know you and your portfolio, and work with you to grow your investments for the long term.

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Big Picture Thinking

Once we know what your wildest dreams are, it’s time to map out a plan to meet them. Our consultants will work with you to create a plan that works for your retirement, estate, education, or business succession.

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Long Term Planning

Planning for the future, so you can enjoy today.

 
 

Grow Your Investments

You’ve come this far, now how do you keep everything growing? Our team of financial advisors has the knowledge and expertise to help you manage and increase your wealth.

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Plan a Secure Retirement

Sometimes, the cliche is actually true. It really is never too early to start planning for retirement. With our RRSPs, Term Deposits, Reverse Mortgages, and RRIFs, you can plan for a long and comfortable retirement.

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Understand Estate Planning

Planning an estate is not just for eccentric billionaires. Keeping your estate organized and well planned ensures you get your say and your loved ones lose as little as possible to taxation. The most important part of estate planning is ensuring that you have a valid, up-to-date will. We can help with that.

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Unexpected Events

What will the future look like and how can you prepare for it? Life is unpredictable, and sometimes things take a turn for the worse. When the storm comes, you can lean on us. Count on our support and advice to get you through to the other side.

 
 

Navigating Divorce

Being part of a community like ours means receiving support when things get hard. All you have to do is ask. Our advisors can help you navigate these choppy legal and financial waters so you can move forward.

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Funeral Planning

We’ve partnered with local funeral providers on exclusive package discounts, guaranteed prices, and affordable payments. So you can get planning over with, and make smart decisions now, together.

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Emergency Financial Support

Sometimes, life stinks. Things happen you weren’t expecting and you’re left picking up the pieces. Whether it’s a job loss, personal injury, or something else causing financial difficulty, let’s assess the damage together and make a plan to get you back on track.

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Investing long term in your community

You shop locally as much as you can, so why would shopping for a financial partner be any different?

When you sign up with YNCU, you're keeping every dollar you earn in your community - supporting the places where you live and work every day.

 
 
 
 

 YOUR RETIREMENT PLANNING GUIDE 

You’ve worked hard all your life. Now it’s time to let your money work for you. Understand your investment options to plan a clear path to a secure retirement.

 

 
 

HOMEOWNER’S GUIDE TO SELLING

Selling your home can be a long and sometimes emotional journey. Understand what's involved to get the best value from your investment.