Planning and Advice

We understand that your need for planning and advice will vary depending on the stages of your life. You may be planning for your university tuition, or be new parents planning ahead for your children’s education. You might be saving for your first home or downsizing now that the kids are grown and gone. You could be saving for your retirement or ready to enjoy the results of your retirement investments.

 

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

 

 

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