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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.

Chantal Welsh

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

Sheila Hynes-Brenton

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

Dwayne Gaulton

Commercial Business Advisor
NLCU Business Centre
240 Water Street
St. John’s NL A1C 1B7
 (709) 758-8265
dgaulton@nlcu.com

Dafna Ziv

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