There are 8 pages tagged with 'financial-planning'
RRSPs
Registered Retirement Savings Plan (RRSP) is a government-approved plan through which you save money for your retirement years. You are never too young to set up an RRSP plan. And . . .
Tagged with: RRSP, Financial Planning
Wills & Estate Plans
Estate planning is more than having an up-to-date will. Our MemberTrust® office guides you through legal and accounting considerations, with your best interests in mind. We offer an affordable estate planning . . .
Tagged with: Financial Planning
Financial Plans
Do you know how much is enough to achieve your financial goals and dreams? Our professionals can help you with your financial plan – your roadmap – for where you want . . .
Tagged with: Financial Planning
Our Financial Planning Team
Certified Financial Planners Our team of specialists is here for you, ready to guide you in planning your long-term financial goals.Receive service, not a sales pitch. Guaranteed.Ready to talk? Call us . . .
Tagged with: Financial Planning, Our Team
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 . . .
Tagged with: Financial Planning
Retirement Income Services
Our goal is to simplify your retirement planning! You have looked ahead by saving for retirement. Now you need to decide what to do with your retirement savings. This is an . . .
Tagged with: RRSP, Financial Planning
Automatic Contribution Plan
Easy, worry free, smart. up an automatic deposit to your variable RRSP plan. with a $50 deposit you can set up the variable plan no minimum required for the automatic . . .
Tagged with: Financial Planning
Mutual Funds*
Affinity Credit Union provides access to a high quality variety of mutual funds for your registered plans. Credential Platinum List Ethical Funds® ®Ethical Funds is a registered mark owned by Northwest & Ethical . . .
Tagged with: Financial Planning