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See our planning services

Planning for future success involves a lot of moving parts. We’ll build a team of specialists around your business to ensure every aspect of your financial plan is airtight and aligns to achieve your goals.

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Financial Planning

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Tax Planning

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Insurance Planning

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Succession Planning

 

Meet your local business experts

At NLCU, you’ll have a local expert on your side. Not incentivized to sell, your personal planner will only ever offer you genuine guidance in your best interest.

Sheila Hynes-Brenton

Commercial Business Advisor III
NLCU Business Centre
240 Water Street
St. John’s NL A1C 1B7
 (709) 758-0936
 shynes-brenton@nlcu.com

Chantal Welsh

Commercial Business Advisor III
NLCU Business Centre
240 Water Street
St. John’s NL A1C 1B7
 (709) 758-0933
 cwelsh@nlcu.com

Dafna Ziv

Commercial Business Advisor II
NLCU Business Centre
240 Water Street
St. John’s NL A1C 1B7
 (709) 758-0944
 dziv@nlcu.com

Tatum Perham

Commercial Business Advisor II
NLCU Business Centre
240 Water Street
St. John’s NL A1C 1B7
 (709) 758-8218
 tperham@nlcu.com

 
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Build a powerful portfolio with mutual funds

Our mutual fund solutions help you combine the benefits of diversification and professional management with affordability for your portfolio.

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Put your own investment savvy to work

You can invest for your business with confidence on the award-winning Qtrade Direct InvestingTM platform. Whether on desktop or mobile, trade your stocks, bonds, ETFs, and mutual funds at low fees.