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PlanWright Financial

PlanWright is a wholly owned subsidiary of Wainwright Credit Union. Inspired from the demand of Credit Union members, PlanWright has evolved into a full financial planning firm offering investment and insurance solutions to Credit Union members and others. Operating with a brokerage mindset, PlanWright has a very broad exposure to an extensive list of mutual funds †, segregated funds and life insurance alternatives. PlanWright has no affiliation to any single investment or insurance company as its loyalties are to its clients.

The goal of PlanWright’s Financial Planners is to provide comfort, confidence and trust to their clients. The salaried, non-commissioned Financial Planners offer high level retirement and estate planning advice, at no cost, as an extension of Wainwright Credit Union’s service commitment to its members and the community. PlanWright offers access to a range of financial services including:

Personal Planning

  • Life Insurance
  • Disability Insurance
  • Mutual Funds†
  • Segregated Funds
  • Retirement Planning
  • Education Planning (RESP)
  • Personal Insured Annuities
  • Estate Planning

Corporate/Business Planning

  • Life Insurance
  • Disability Insurance
  • Mutual Funds†
  • Segregated Funds
  • Group RRSP’S & Pensions
  • Corporate Insured Annuities
  • Buy/Sell & Keyperson
  • Funding solutions
  • Individual Pension Plans and other
  • Executive/owner retirement solutions
  • Inter-generational Transfers

 

FINANCIAL CALCULATORS

Life Events Planner

 
PlanWright is a wholly owned subsidiary of Wainwright Credit Union.  
 

† Mutual Fund Disclaimer

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential is a registered mark owned by Credential Financial Inc. and is used under licence.