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Made-in-Manitoba Investment & Planning Services

Sunrise Credit Union is privileged to have earned the trust of our members while serving their families for generations through our legacy credit unions.  

Our staff work hard every day to build relationships, trust and confidence by providing innovative products, services and advice to meet your individual and corporate requirements. We do this by actively listening to your needs, taking a big-picture view of your financial circumstances and goals, and identifying personalized solutions.  

Are you ready to experience the Sunrise Credit Union difference? 

 

Meeting your investment & planning goals


Wealth management is an integrated and coordinated approach to managing all your financial needs, whether those needs are great or small, immediate or future.

By actively listening and asking questions to help discern precisely the products and services you need to achieve your goals, we can contribute to your wealth management plan.

Here are some of the services and products we offer:

 

 

LIRA 


RDSP 


RESP 


RRIF 


RRSP 


TFSA 


 
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Need expert advice?

At times, personal circumstances require a more thorough analysis beyond our branches' services, products, and advice.

For those members seeking advice for more advanced strategic, succession, or transition planning and investments, we’ve aligned with a team of industry professionals, each of which brings a unique set of skills to the table.

Partnering with our wealth management team has been an enormous success, providing Sunrise members access to financial planning, insurance, and wealth management services. Together, we build on a foundation of trust to serve our members for generations to come.


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