Financial Planning

Nelson & District Credit Union will strive to provide members with solutions to help them pack responsibly for their unique life stages so they may reach their viewpoints.

Our Investment Advisor can provide you with expertise, advice and a full range of products to meet your needs. These services are available to both members and non-members.

Financial planning is not just about investing. Identifying what your goals and dreams are, and then determining how best to go about accomplishing them is what financial planning is really about.

Whatever your goals and dreams are, ensuring that you have a plan to achieve them is important, and equally important is that you be aware of all of your options. If you aren’t in the business or don’t have the time or interest to devote to your finances, there could be an alternative that you’ve overlooked. An expert can present you with different ideas and options.

In order to be able to present these ideas, some information is needed. Typically, clients bring information about the following:

  • loans and mortgage details
  • investment and RRSP statements
  • work pension plan details
  • life insurance documents
  • income tax information

If no one has ever sat down with you and looked at all of these things together, chances are indeed good that something has been overlooked. We offer to complete a personalized financial plan that is tailored to meet your goals. With nothing to lose and so much to gain, we trust that we’ll get the opportunity to meet you very soon.

0948859 B.C. LTD. doing business as NDCU MoneyWorks

* Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Insurance products are offered through NDCU MoneyWorks.