About Us
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.
Services are offered to both individuals and businesses.
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.
Our office is located in Wainwright, Alberta; however, our staff is pleased to meet with clients at the six other Wainwright Credit Union locations.
