Financial Plan

A financial plan is your roadmap to financial success. If you have questions, concerns, or even doubts on how to meet your financial goals then a financial plan may be your solution.  A financial plan will pin point where your financial weaknesses and strengths are.  Once you have decided on a course of action, a financial plan will help you achieve both greater wealth and financial security.

We’re committed to helping you achieve your financial goals with our no cost, no obligation financial planning service, one of the many benefits of being a member of your Credit Union. Contact us today to book an appointment with our Certified Financial Planner and you can achieve your dreams.

Financial Planning can help you save for a trip, your dream home, your child’s education, your retirement…. The options are endless.  Our Certified Financial Planner will help you look at the big picture to see where you are financially, what your future needs are, and how to reach your financial goals. Your Financial Plan is like your personal game plan. 

Appointments

We can help you develop a financial plan to meet your changing needs, ask for a no-fee no-obligation appointment with our Certified Financial Planner: Scott Smith, CFP at 306-228-4515 Ext. 231 or email scott.smith@unitycu.ca 

Our financial planning services are provided by a CERTIFIED FINANCIAL PLANNER who meets certification requirements by the Financial Planners Standards Council.

CFP®, CERTIFIED FINANCIAL PLANNER® and are trademarks owned outside the U.S. by
Financial Planning Standards Board Ltd. Financial Planners Standards Council is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB
.

Financial planning is offered through Credential Asset Management Inc.

 

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Get your plan today!

 

We offer all of our members a comprehensive financial planning service at no cost. Contact us to book an appointment with us today!

Scott Smith, CFP, RRC, ACUIC, CSA