Financial Planning & Wealth Management

Did you know?

  • There’s a strong relationship between physical and emotional health, personal financial wellness and productivity.
  • Canadians who are financially unprepared are twice as likely to be distracted and have difficulty focusing at work.
  • The financially unprepared have no formal financial plan, have high debt levels, report minimal savings and are not saving for retirement.
  • The financially prepared are more likely to be in better physical health than those who worry about their finances.
Financial Services offered by Sunrise Credit Union Limited & Sunrise Wealth Management

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Deposit Accounts

Financial Planning

Term Deposits/GICs

Estate Planning

RRSP, TFSA, RRIF

Succession Planning

Personal Loans/Lines of Credit

Investments

Home Mortgages

Insurance

Commercial/Ag Services

To get started on your way to sound financial planning, watch the video below...



Let us help YOU get on your way to Becoming Financially Healthy!

 

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