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Wealth Management – Financial Planning Services

Wealth Management – Financial Planning Services

 

Kim Stratulat, CFP®

Certified Financial Planner®

email Kim

 

 

For an appointment,

contact any branch of Advantage Credit Union

or call

 (306) 749-3636.

 

If you plan, you control you future…

           if you don’t, it is planned for you…

 

Advantage Credit Union offers expertise in financial planning to assist you in determining and meeting your life goals. These goals can include buying a home, saving for a child’s education or planning for your retirement.

 

Kim Stratulat is a Certified Financial Planner® with over 25+ years experience in the financial services industry. Over the years, he worked as a financial consultant, mortgage specialist and Associate Regional Director with the role of recruiting, training and development of financial planners, as well as compliance. 

Kim provides comprehensive financial planning services to our 17 branch locations and surrounding areas. His services include:

Ø       Estate Planning and Administration

Ø       Investment Planning

Ø       Education Planning

Ø       Tax Planning

Ø       Insurance Planning

Ø       Retirement Planning

Ø       Trust Services

Ø       Business and Farm Succession Planning

Ø       Debt Management

Ø       A complete financial plan which takes you through the six steps listed below. Kim works closely with Advantage Credit Union’s in-house investment and insurance specialists, along with Meyers, Norris and Penny when required for more complex farm and business succession planning circumstances.

 

Six steps to your peace of mind:

 

Step 1.             Clarify your present situation

Step 2.             Identify financial and personal goals

Step 3.             Identify financial problems

Step 4.             Provide written recommendations and alternative solutions

Step 5.             Implement the right strategy

Step 6.             Provide periodic review and revision

 

 

  

Associated Links: 

Financial Planners
Standards Council

Visit the Financial Planners Standards Council web site, a not-for-profit organization established in 1995 to benefit the public by leading the evolution of the financial planning profession in Canada. They develop, enforce and promote the highest competency and ethical standards in financial planning as defined by CERTIFIED FINANCIAL PLANNER® (CFP®) professionals.

The CIFPs is an association of Canadian CFP™ licensees. The association is an independent, effective, and powerful, CFP-focused advocate for the CFP™ certification marks and the financial planning profession in Canada.

 

CFP Flame logo®, Certified Financial Planner® and CFP® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

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