Planning for retirement

Financial plan
Our wealth planners will help you look at the big picture to see where you are financially, what your future needs are, and how to reach your financial goals.

Canada Pension Plan
How much money you'll receive from the Canada Pension Plan depends on the amount of pension credits you build up. We can discuss how your CPP can help you meet your retirement goals.

RRIF
A Registered Retirement Income Fund (RRIF) converts your retirement savings into income. We can help get you started.

Protection plan
A solid protection plan will protect your assets for your heirs and continue any income for the people who depend on it after you're gone.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
 

Apply Now

Federal Continuance

For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

Caring Company