Wealth Management

Wealth Management Financial Services

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. Consultation with a Financial Planner can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a licensed representative. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your Financial Services representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

  • Financial planning
  • Mortgage protection
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment counselling

Contact our Wealth Management Representative

Joe MacDonald
Investment Advisor
Credential Securities/Credential Financial Strategies Inc.
IIROC Advisor Report
Phone :(902)626-3545

Email:jmacdonald@provincialcu.com


Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

 

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