Financial planning is a very broad term that includes the following services:
- Retirement and Estate Planning
- RRSPs (Registered Retirement Savings Plans)
- RRIFs (Registered Retirement Investment Funds)
- RESPs (Registered Education Savings Plans)
- Annuities
- Term Deposits
- Stocks, Bonds and Mutual Funds (sold through Dundee Securities Corporation Ltd)
- Life Insurance
- Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance
- Group programs (RRSP/Pension/Medical/Dental, etc.)
Williams Lake and District Credit Union's financial planning services are delivered through
WLD Financial Services Ltd.
These important services and more may be accessed by contacting :
Jeanne-Anne Bentham, CFP, EPC, RHU
Senior
Investment Advisor
Williams Lake Branch
250-392-3683 |
|
Chris Monnon, CFP
Mutual Fund Representative
100 Mile House Branch
Bella Coola Valley Branch
250-395-4007 |