Questions about our website? Check out the FAQ's for more info!
We've put together a comprehensive list of the most common questions realted to our new website!
Check here regularly for all of our latest news and announcements.
Our website is designed to be faster, multi-device friendly, image-rich, secure, and easy-to-use!
Our goal with this website is to deliver a modern and smooth-flowing user experience, intuitive architecture and high-impact design. Also, to provide visitors with a simple way to discover more about our credit union and the solutions we offer.
Our focus is on improving the digital experience for our members, by providing greater digital access and more modern online channels. The goal being to facilitate safe and convenient, anytime, anywhere access for our members.Kelly Marshall, President & CEO
Introducing Summerland Financial's New Advisor
We are pleased to welcome Mr. Roche Gom as our new Wealth Advisor at Summerland Financial Services.
Roche is a highly motivated financial professional with expertise in investments, retirement planning, tax strategies and estate planning. He has a proven track record of delivering the highest level of customer service and advice to clients.
A UBC graduate with a B.Sc. in Economics, Roche comes to us with a variety of experience in the Private Wealth sector, including several years serving credit union members in the Okanagan.
Our team at Summerland Financial looks forward to continuing to provide you with expert financial advice and personalized service, designed to help you achieve your financial goals. If you have any questions for Roche, please connect with him directly via email at firstname.lastname@example.org.
Adult Bursaries Now Available!
Because you're never too old to pursue your dreams of a higher education or new career path!
Summerland Credit Union has up to $5000 in 2021 bursaries available to adult members who are attending a public or private post-secondary approved program.
The deadline to submit your application is December 1, 2021.
Plesae see here for the complete Bursary Criteria.
The Bursary Committee will review all complete applications received by the deadline, taking into consideration all of the criteria linked in the document above.
Now is a great time to brush up on your financial knowledge!
We’ve updated some of our brochures with the latest available inforamtion for 2021-22. These brochures have been redesigned to enhance the overall user experience, including an easy-to-read format.
These brochures are printed each spring after government budgets are released, so that we are able to provide members with the most up-to-date information. Visit the branch to get the latest information on a variety of topics, including: RDSPs, RESPs, and TFSAs.
View Our Feature Artists
Learn more about our Gallery program and our current feature artists.
This quarter’s collection features The De Vine Arts Group. A group of 9 Summerland artists who work in a variety of mediums, and exhibit together (and individually) on a regular basis.
For this exhibition, reflecting the Stay Home health orders of last year, they created a sow of new work with a Summerland, Summertime theme. We are privileged to live in such a beautiful place, and we hope our artistry will demonstrate our appreciation for the wonderful life we live here in the Okanagan Valley.
The exhibition includes: pottery, jewlry, acryclic pieces and more! Check it out today before it's gone!