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Developing a Plan

You have goals. We're here to help you reach them.

Like with any journey, sometimes you just have to start. Developing a solid plan that guides you from A to B will help set you on the road to financial security. 

Getting Started

If you're not sure where to begin, we're here to help. YNCU partners with Credential Securities, a full service investment dealer that provides investing advice and offers a comprehensive line of investment products.

Our Credential Securities Investment Advisors are trained to assess your needs, establish clear financial objectives, and plan how to best achieve them. Your advisor will work closely with you to develop and recommend an investment program that's tailored to your specific requirements.

You can expect the same trusted advice and friendly, expert guidance that you've come to expect from YNCU.

Allow us to get to know you better. In order to develop and recommend the investment program best suited to your situation, you'll work closely with our Credential Securities Investment Advisors. This team will conduct a thorough financial analysis to get a full picture of your finances. This includes:

  • Current financial position
  • Evaluate your savings and investment strategy
  • Identify your future needs
 
The process doesn't end there. We'll continue to monitor your portfolio and guide you along the way as you progress toward achieving your objectives.
 
We believe in the power of transparency. Understanding how your investments are performing with straightforward, useful, and comprehensive account statements that consolidate all your investments in a unified manner.
 
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.