Financial Planning

Retirement Planning - Whether you are already retired, or not planning to retire until the next decade, you need a plan to properly integrate all of your options so you can enjoy peace of mind knowing that your retirement is being professionally coordinated and every contingency is planned for.

Estate Planning - A proper plan will give you peace of mind knowing that your assets will go where you choose, saving you tax dollars and eliminating unnecessary confusion for your heirs.
 

Get checked! Are you protecting your financial position? You take measures to protect and maintain your car, your home and your health, what about your money?
See how The Energy CU’s Money Maintenance Check can help you get what you want out of life. Whether you’re starting over, digging out of debt, funding a college education for your kids or saving for your retirement. Book a free appointment with our staff.  Please call our   offices at  416-238-5606 or visit us online at www.theenergycu.com to book your appointment.

The first 50 members who take advantage of our Money Maintenance Check up will receive their very own free copy of “A Canadian’s Guide to Money-Smart Living” Courtesy of CRI Canada.
It’s just one more way The Energy CU is taking care of your peace of mind.


If you have any questions please give our Deposit Department a call at 416-238-5606.

Contact us for more information.