Financial Planning

Financial Planning

An integral part of the Wealth Management program is the management of your finances using comprehensive financial planning. The professionals at Education Credit Union can assist you by working with you to understand your current situation, assess your expectations, and develop a strategy to meet your financial goals and needs.

Whether you need a full review of your current financial plan, or you are just starting to create one, ECU Wealth Management's comprehensive planning services will help identify and provide solutions for your immediate needs, and assist you in developing solutions to help you reach your long term goals.

An ECU Wealth Management Advisor will regularly review your plan, ensuring your objectives align with your current situation, and making adjustments when needed.


*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

 

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