Planning and Advice

Financial Planning and Wealth Management Advice

Life is full of new beginnings, exciting endeavours, big decisions and misadventures. Wherever your life takes you, Union Bay Credit Union is there every step of the way with expert wealth management advice.

Whether growing your nest egg, protecting your family or navigating life’s road bumps, we’re here to help with knowledgeable, local advice from highly experienced financial service representatives who understand your needs and your community.

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Why should you chat with a UBCU financial service representative?

Major Purchases

Whether you're buying a car, a home or even a vacation, there are some standard guidelines you should follow when making any large purchase. From loans and mortgages to long-term savings plans, your UBCU financial service representative can help you with all of your major investments. Book an appointment

Retirement

Whether you're thinking about starting an RRSP or planning a new budget around your pension or other income, there are a few things you should know about your finances during retirement. One of our financial service representatives will point out the options available to help you get the most out of your money in later life. Book an appointment

Education

A solid education has never been more important. Unfortunately, it’s also never been more expensive. From investing and saving for your education, to applying for loans and UBCU student bursaries, there are a number of financial options available to help students of all ages. Book an appointment

Family

No matter how large or small your family may be, careful financial planning will make a big difference in the quality of all your lives. Whether you're looking at long-term investments or simply trying to balance your budget, one of our financial service representatives will help you create a solid plan that works for your family’s financial situation. Book an appointment

Tough Times

Unfortunately, most people go through financial difficulties at one time or another. Being prepared and aware of your financial options can make getting through these times easier – both financially and emotionally. Our financial service representatives have some great information to help you through the hard times and get back on your feet. Book an appointment