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See our planning services

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

Meet your local planning expert

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.

Don Halleran, PFP, FICB

Wealth Management Advisor
Financial Planner, Credential Asset Management Inc.
341 Freshwater Road
St. John’s NL A1C 1B7
(709) 758-8253
(709) 693-4110
dhalleran@nlcu.com

Tina Skinner, PFP

Wealth Management Advisor
Financial Planner, Credential Asset Management Inc.
38 Main Street
Corner Brook NL A2H 1C3
 (709) 634-5341
 (709) 632-0363
tskinner@nlcu.com

Greg Murray, CFP

Wealth Management Insurance Advisor
Finacial Planner, Credential Asset Management Inc.
51 Commonwealth Avenue
Mount Pearl NL A1N 1W7
 (709) 747-9415
 (709) 690-4990
gmurray@nlcu.com

Peter Bishop

Wealth Management Insurance Advisor
Wealth Management Advisor, Credential Asset Management Inc.
1 Pinsent Drive
Grand Falls-Windsor NL A2A 2S8
 (709) 489-9051
 (709) 486-4958

pbishop@nlcu.com

Donna McGrath

Wealth Management Advisor
341 Freshwater Road
St. John’s NL A1C 1B7
 (709) 754-2312
dmcgrath@nlcu.com

Suellen Fudge

Wealth Management Advisor
6 Roe Avenue
Gander NL A1V 1W5
 (709) 256-3537
sfudge@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.