Financial Planning Services

Making The Most of Your Retirement Potential

WFCU Credit Union's Wealth Consultants deliver comprehensive retirement planning services.

Whether your financial objectives involve building a nestegg for a comfortable retirement, creating a reliable income stream after you’ve retired or protecting your estate from unnecessary fees and taxes, our Wealth Consultants are here to help.

Your Wealth Management team can work with you to create a financial blueprint and provide you with the following services:

  • Retirement Planning
  • Investment Planning
  • Estate Planning

To learn more about these services please contact:

Sandy Kosak
Investment Advisor | Wealth Management | Credential Securities Inc.
519-974-1181
skosak@wfcu.ca

Michael Middleton
Investment Advisor | Wealth Management | Credential Securities Inc.
519-974-1181
mmiddleton@wfcu.ca

Kay Brown
Wealth Consultant Credential Asset Management Inc.
519-974-1181
kbrown@wfcu.ca

Mutual funds are offered through Credential Asset Management Inc.  Mutual funds, financial planning and other securities are offered through Credential Securities Inc.  Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. 

 

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