Wealth Management

Community Savings Wealth Management

Planning for Success – Start your journey to financial security with us

Community Savings is dedicated to finding the optimum financial solutions for you and we can provide the insight you need to reach your goals. Life can be unpredictable, but your wealth management plan doesn’t have to be.

Our accredited Wealth Management professionals are here to help. We’ll meet with you to learn about your needs, your hopes and your goals. As your union’s credit union, we also appreciate the value union pensions can bring and our professionals will find ways to help you bring these benefits into your overall plan.

Solutions for every step of your journey
Throughout life, priorities change. Every step of your journey brings new opportunities and new decisions. We’re here to help you get the most of where you are today and, build on that success tomorrow.

Our Investment Team can help with:

  • Investment planning
  • Retirement planning
  • Education planning
  • Tax planning
  • Estate planning
  • Life insurance **

Download our Wealth Management Brochure

Our Approach
Your wealth management plan is about making your money work for you, so you can fully enjoy your life. And because everyone’s goals are unique, our planning process helps us create a custom strategy that’s right for you.

We have a four-step approach to financial success:

  • Personalize – We’ll meet with you to talk about your goals. As we learn where you want to go, we can help get you there.
  • Plan – We’ll make a plan that considers the various aspects of your financial life.
  • Prosper – Now that we have a plan of action, we’ll work on putting it into place by implementing a mix of investment products and services.
  • Perfect – We’ll keep revising the plan as your goals change or other opportunities arise.

We can help you take control of your finances and put you and your family on the path to financial security.

Contact Us



*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax related matters. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.

** Insurance is offered through Gulf and Fraser Insurance Services Ltd. A wholly-owned subsidiary of Gulf and Fraser Fishermen’s Credit Union.

 
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