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Personal Insurance

PROTECT WHAT YOU VALUE MOST.

 

Providing peace of mind is priceless

We can help you create a customized insurance plan for your unique situation, ensuring you and and your loved ones are protected. ​Having the proper insurance plan in place can be a valuable part of your retirement and succession plan.

 
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Summerland Financial Services Ltd.

All your life you were a wage earner and you made sure that if anything happened to you, your family would be able to continue living the same lifestyle that they were used to. But once you retire, it's still important to think about protecting your assets. Summerland Financial Services can help you ascertain whether or not you have the right type and amount of insurance to let you and your family rest easy.

Through Summerland Financial, we offer a full range of insurance products to help you including: life insurance, annuities, segregated funds, and managed portfolios and managed products.



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McBain Insurance Agency

At McBain Insurance Agency, we're here to help with a full range of quality products and services including auto, home, condo, tenant, business, farm, travel and liability insurance. 

We can also set up flexible payment terms including three-cheque payment and monthly payment plans. McBain Insurance Agency is also an ICBC appointed agent.

We issue BC ID as well as process Driver's Licence renewals and we provide written Driver's Licence services. Drop by for a free, no obligation quote from one of our trusted, knowledgeable and friendly agents.


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Credit Union Deposit Insurance Guarantee

As a credit union member, you receive unlimited depositor protection from the Credit Union Deposit Insurance Corporation of British Columbia (CUDIC). All money on deposit with a BC credit union is 100% guaranteed. Including foreign currencies and accrued interest, regardless of the length of the term of maturity.

What's not covered by the guarantee are credit union equity shares and investments such as mutual funds and RRSP equity plans.

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*Insurance services provided by McBain Insurance. Mutual funds and securities related financial planning services are offered through Summerland Financial Services Ltd. and Qtrade Asset Management Inc., Member of MFDA.

 

Ways To Bank

Learn the many ways that we can make banking convenient for you.

Financial Literacy

Learn more about a variety of financial topics.

Contact Us

Talk to one of our helpful staff today.

 
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Email

sdcu@sdcu.com

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Call

250-494-7181

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Visit

13601 Victoria Rd North

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© Summerland & District Credit Union 2020