Financial Planning Services
A plan can cover all of the areas of your financial affairs, or any specific area. Our trained professionals are committed to making it "right for you".
A financial plan can include:
- investment planning
- retirement planning
- estate planning
- education planning
Investment Planning
Deciding on investment vehicles and the asset mix that is right for you can be overwhelming. Setting your objectives is an important step and we can help. Investment planning is provided by all registered sales staff at Affinity Credit Union.
MemberTrust: Wills and Estate Planning
Making a decision about the distribution of your assets is an important step in your financial planning. We have a specialist dedicated to help you.
For a free consultation, contact us at: questions@affinitycu.ca