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
