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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. Let us guide you through a
six-step process to help you see the “big picture” of your financial
situation.
Marion Weisgerber is a Certified Financial Planner with over 33 years
experience in the financial services industry. She is Vice-Chair and Founding
Director of the Canadian Institute of Financial Planners and is a member of
the Public Legal Education Association (PLEA).
Kim Stratulat is a Certified Financial Planner with over 22 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.
Marion and Kim provide
comprehensive financial planning services to our 11 branch locations and
surrounding areas. Their services include: Estate Planning and
Administration, Investment Planning, Education Planning, Tax Planning,
Insurance Planning, Retirement Planning, Trust Services, Business and Farm
Succession Planning, Debt Management and a complete financial plan which
takes you through the six steps listed above. They work 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
For an appointment
with Marion or Kim, contact any branch of Advantage Credit Union or call
(306) 749-3636.
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