Wealth Management

Investment planning? Retirement planning? Financial Planning? Estate planning? Education Planning?

Unsure of what’s involved or where to start?

Unity Credit Union is a full service financial institution offering:

A complete range of investment products, and
Financial advisory services.

Whether you are looking for a complete financial plan or a specific plan for investments, retirement, insurance, estates or education, Unity Credit Union is committed to helping our member’s sort through the complexities of investments and planning. Based on your financial situation and future goals, we will help formulate the best plan for that individual’s financial future.

Questions and answers on:

Financial Planning

Investment Planning

Retirement Planning

Insurance Planning

Estate Planning

Education Planning

For more information, contact:

Scott Smith, CFP at 306-228-4515 Ext. 231 or email scott.smith@unity.cu.sk.ca

Credential Financial Strategies Inc.