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 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.

 

Find Branch/ATM

Enter address, postal code or branch name