Successful investing is more than a series of transactions.
Anyone can purchase an investment. But studies show that investors who recruit the help and support of a financial professional enjoy greater wealth, feel more confident to handle life’s unexpected bumps, have a greater peace of mind that they are better protected, and are far more prepared for retirement than those who don’t.
Our Solutions - Accounts and Investment Options Expand/Collapse
We know investing can be intimidating, but you don't need a degree in economics or to speak a completely different language to invest. When it comes to investing, rely on the advice of a professional you can trust, rely on the great people at Weyburn Credit Union. We provide access to a full line of quality and trusted account and investment choices with the advice you need to build a comprehensive investment strategy.
For more information on your account and investment choices, click here.
Our Experts and Advice Expand/Collapse
It’s your money, your life. We want to give you the benefit of our experience and expertise to make the most of it. We can help you understand the financial implications of your decisions, give you the advice you need to achieve your goals and build financial solutions centered around you.
Click here to meet our great wealth management team and learn a little more about the service they provide!
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Financial Planning Expand/Collapse
We are all about opening up possibilities for our members. We will show you how to achieve your dreams. We will look at where you are today, talk about what is important to you and then transform those opportunities, goals and concerns into an action-based plan to create the life you want.
Career changes, relocations, family expansions - or the many other events that you plan for, dream about, or don’t expect at all - can be financially unsettling. A sound financial plan will help you make informed choices when faced with life’s inevitable changes.
When you have the right financial plan for your circumstances:
- You can balance what you need and want today with the personal goals you have for the future.
- You won’t wonder whether you can afford the vacation or the house or the college tuition — you’ll know.
- You can take control of your future and achieve your personal objectives.
- You will have a financial cushion when unexpected expenses crop up.
Most reassuring is that a good plan will help you live the life you want with the resources you already have.