Financial Planning

From savings and retirement to risk management, we have the experience and knowledge to help you along the way. Our commitment is to help you succeed, but we cannot do it alone. Make the time to get together with us and review your individual situation. We will work with you and build a custom plan that works for your personal situation. Here are the financial planning services that are available to you as a member of CWU:

RRSP & TFSA's

  • Registered Retirement Savings Plan
  • Tax Free Savings Accounts
  • High Interest Savings Accounts

Critical Illness

  • Mortgage Elimination
  • Spousal Supplement
  • Fast Track Medical

RESP's

  • Registered Education Savings Plans
  • Alternative Education Plans

Disability Top-Up

  • Mortgage Payment Protection
  • Loan Payment Protection

Retirement & Estate Planning

  • Target your retirement age
  • Budgeting
  • Legacy Planning

Life Insurance

  • Insured Retirement Plans
  • Final Expense Protection
  • Mortgage Insurance
  • Family Protection Plans
If you want more information on financial planning or financial advice, contact CWU by email at savings@cwcu.ca or call us toll free at 1-844-293-2330.