PlanWright Financial

PlanWright Financial is a wholly-owned subsidiary of Wainwright credit Union. Created in response to members’ request for full financial services, PlanWright financial offers financial planning, investment and insurance services to our members and to the general public.

PlanWright has access, through its mutual funds dealer, Credential Asset Management Inc., to an extensive list of mutual funds†. PlanWright also has access to segregated funds and life insurance alternatives. PlanWright has no affiliation to any single insurance or investment company, as its loyalties are to its clients. PlanWright’s goal is to provide them with comfort, confidence and trust.

PlanWright offers high level retirement and estate planning advice, at no cost, as an extension of Wainwright credit Union’s commitment to its members and the communities it serves.

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
Tax Free Savings Account

Corporate/Business Planning

Life Insurance
Disability insurance
Mutual funds†
Segregated funds
Group RRSPs & pensions
Corporate insured annuities
Buy/sell & key person agreements
Funding solutions
Individual pension plans and other
Executive/owner retirement solutions
Inter-generational transfers

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.