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Our Services

Our goal is to provide unbiased personalized financial advice, solutions, and service to enable our members, at all of our branches, to achieve their individual goals and ensure financial independence, retirement security, and estate planning efficiency.

We strive to ensure that through proper financial advice, our members become confident and comfortable with their future financial security.

Our process involves the 6-step planning process, as advocated by the Financial Planners Standards Council, in conjunction with sophisticated planning software and a high level of ethical duty aligned with our non-commissioned advising staff.

FINANCIAL CALCULATORS

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PlanWright is a wholly owned subsidiary of Wainwright Credit Union.
 

 

† Mutual Fund Disclaimer

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential is a registered mark owned by Credential Financial Inc. and is used under licence.