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  • Planning
 

Plan for the Future

With specialists to answer your questions and offer timely, professional advice, we can give you peace of mind knowing that your money is doing the most for you.

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Financial Planning

Turning financial security into financial reality.

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Trust and Estate Planning

Turning financial security into financial reality.

 

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

Why NLCU?

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Access from anywhere

Life gets busy but we’re here to help however works best for you – be that via phone, video chat, at home or in one of our local branches.
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Proactive, personal service

You’re more than a transaction to us. That means we won’t sell you a product and send you on your way. We’ll make sure it’s the right one for your goals.

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Member-first approach

We prioritize your success, so our team isn’t rewarded for pushing products. Their only aim is to give genuine advice in your best interest.
 

Calculators

See how smart investing can help your money grow faster.

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Support

Have questions? Don’t hesitate to ask for help from our experts.

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Protect your wealth as well as grow it

Life happens but it doesn’t have to throw you off track. We offer a range of insurance solutions to protect you, your family, and your finances from the unexpected.