Investment Plan

An investment plan can provide recommendations to right mix of income and growth throughout your financial life. It can be tailored to suit your financial needs and goals based on specific risk tolerances, time frames, tax circumstances and income requirements.

What is involved in an Investment Plan?

An Investment Plan starts with you deciding what your specific goals are. Whether your goal is to save for retirement, reduce taxes or buy a vacation home, we will work with you to design an investment plan that best meets your personal goals. 

Need an investment plan?

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.
 

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