Planning
Achieving your dreams starts with planning
We can help!
Building an overall plan to meet your goals includes a number of key pieces. It may include any or all of the following:
We’d like to ensure your overall plan achieves the goals you’d like it to. We believe in educating our members so they can understand these opportunities and the resulting recommendations we make for you.
At Unity Credit Union we provide planning for our members. To set up a free, no-obligation appointment with our Certified Financial Planner, contact: Scott Smith, CFP at 306-228-4515 ext. 231 or email scott.smith@unitycu.ca
Financial planning is offered through Credential Asset Management Inc.
