Summerland Financial Services Ltd.

Welcome to Summerland Financial Services Ltd. and Plan 360°

Plan 360° is the process we use to provide our clients with consultative financial planning.

How does this benefit you?

Plan 360° properly aligns your values and what's important to you and your capital. The process is available to all members and ranges from simple to complex needs. Using the Plan 360° process results in members finding more time and resources dedicated to what's essential to them, both now and in the future.

You do not pay for this service. As a member of the Summerland Credit Union, you have free access to Plan 360°.

Certified Financial Planner, Mark Pike, is our Plan 360° Director and will lead you through this interactive process. Mark has over 30 years of experience working successfully with clients whose needs have grown past basic savings products and require a more consultative approach to financial planning.

Going through this process can uncover financial benefits for our clients that they hadn't considered or discovered using other forms of financial planning. After following through on recommendations, clients often become advocates for the organization and the Plan 360° process.

Mark Pike CFP, FMA

Email:  mpike@summerlandfinancial.com


Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member of MFDA. 
 

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