Planning and Advice

We understand that your need for financial planning and advice will vary depending on the stages of your life. You may be planning to pay for your university tuition or for your child's future education. You might be saving for your first home or downsizing now that your kids have moved out. You could be saving for your retirement or ready to enjoy the results of your retirement investments!


Whatever your lifestyle or stage of life, staff at Summerland Credit Union and Summerland Financial Services would be pleased to assist you. We have the products, services and knowledge to help you achieve your goals. Call or visit us today for more detailed information.

Curious about financial planning right now? We've partnered with NaviPlan® to offer online, easy-to-use assessment tools to help you get started. 

Retirement Assessment

It's never too early to start planning for retirement. Get a realistic picture of what you'll need to live comfortably and enjoy life. Click here.  

Major Purchase Assessment

Planning to make a major purchase? Find out what's involved and create a financial plan to help you get there. Chick here.

Education Assessment

If you would like to pay for your child's education - discover your options, understand the costs and start planning now. Click here


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