Financial Planning

Turning financial security into financial reality.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. Consultation with a Credential Asset Management Inc. representative at NLCU can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

  • Financial planning*
  • Mortgage protection
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment counselling

Contact one of our representatives today.

Eastern Region
Gregory Murray, CFP
Wealth Management Insurance Advisor, Newfoundland and Labrador Credit Union
Financial Planner, Credential Asset Management Inc.

341 Freshwater Road,
Suite 101
St. John's, NL A1B 1C4
Telephone: (709) 754-2312
Fax: (709) 754-2390
gmurray@nlcu.com

Western Region
Peter Bishop
Wealth Management Insurance Advisor, Newfoundland and Labrador Credit Union
Wealth Management Advisor, Credential Asset Management Inc.

1 Pinsent Drive, Suite 101
Grand Falls-Windsor, NL A2A 2S8
Telephone: (709) 489-9051
Fax: (709) 489-7153
pbishop@nlcu.com

Call toll free at: 1-800-563-3300.
Newfoundland and Labrador Credit Union offers life insurance and investments.

*Mutual funds and financial planning are offered through Credential Asset Management Inc.



 

 

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