Financial Planning

WLD Financial Services provides a full range of premium financial services:

  • Life Insurance**
  • Disability, Critical Illness and Long Term Care Insurance**
  • Segregated funds**
  • Mutual funds & securities (stocks and bonds)*
  • RRSPs and RRIFs (including self-directed)
  • Registered Education Savings Plans (RESPs)
  • Pension plan transfers

For Financial Planning and/or advice please reach out to our expert below.


 
 
  Craig Glover, CFP®, CIM®, PFP, BComm
  Financial Planner / Insurance Advisor
  Credential Securities / WLD Financial Services Ltd.
  Williams Lake Branch
  250-398-9618

 For more information on our insurance products click here.

For more information on our investment options click here.

**WLD Financial Services Ltd. is a subsidiary of Williams Lake and District Credit Union offering financial planning, life insurance and investments.
* Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

Find Branch/ATM

Enter address, postal code or branch name