Wealth Management

ECU Wealth Management Services offers a team of highly dedicated professionals to insure you can feel comfortable with every financial decision you make. This includes advisors, who have obtained the Certified Financial Planner designation, which is considered the highest standard in Canada for financial planners.

The team of professionals working under the ECU Wealth Management umbrella can provide you with access to a comprehensive selection of products and services through Credential Asset Management Inc. and Credential Securities, making sure you receive only the best financial advice. We know that it is essential to have a team of professionals that you can rely on. Whether you’re just starting to plan, saving for your first home, saving for retirement, or protecting your estate, our team will help you to achieve your financial goals. By partnering with a team of providers, your credit union is able to provide you access to high quality financial solutions backed by expert research and solid money management.

You will have access to the trusted advice and expertise of dedicated professionals who will sit and listen to your hopes and dreams and develop a financial relationship with you in order to help you realize your goals. With their experience and know-how, your plan will be efficiently and professionally implemented – even in a challenging marketplace.

Our partners include:

  • Concentra Financial
  • Chartered Accountants
  • Solicitors

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.

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