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    Financial Planning

    Your future looks bright, and we're here to help you plan for it.

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    How we can help you

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    Tax planning

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    Investment planning

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    Insurance planning

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    Education planning

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    Retirement planning

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    Major purchase planning

     
     

    Why plan for the future with us?

    Personalized support

    Working with an advisor can mean the difference between a plan and action. Get expert, friendly, step-by-step advice to make your goals a reality.

    Local insight

    We know our communities inside and out, which means we have the know-how to inform financial advice for our local economies.

    Certified experts

    Personalized service and solutions from our experts will set you ahead – they know their stuff when it comes to helping you reach your financial goals.

     

    Meet our financial planners

    Name Name

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    Tel: 1.234.567.8910

    Email: XXX@anytowncu.ca

    Name Name

    Insert Job Title

    Tel: 1.234.567.8910

    Email: XXX@anytowncu.ca

    Name Name

    Insert Job Title

    Tel: 1.234.567.8910

    Email: XXX@anytowncu.ca

     
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    Find the right investments for you

    Public Service Credit Union offers one of the most comprehensive ranges of investment products of any financial institution in the market today. Explore term deposits, RRSPs, mutual funds, and more.

     
     
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    Get your mortgage with PSCU

    No two households’ financial needs are the same. You can trust that Public Service Credit Union will provide you with honest advice and mortgage products that fit your needs.

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    Get retirement ready with help from our handy planning calculator.

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    Estimate how much you need to save for your child’s future education.

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    See how growing your money tax free will help boost your savings.

     

    Level up your financial know-how

    Guide to saving & investing, opens in a new tab

    Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

    5 things I wish I knew before retiring, opens in a new tab

    They say hindsight is 20/20. We talked to five retired Atlantic Canadians to get their advice for others.