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INVESTMENT PLANNING

TAILORED PLANNING

Financial planning shouldn’t be cookie-cutter. We help you create a tailored plan that really matches your goals.

​GENUINE GUIDANCE

We’re not here to sell you stuff. Our purpose is to answer your questions and provide real guidance.

THERE FOR YOU FROM DAY ONE

We work with you to develop your plan, help you understand every concept and keep in touch to ensure you’re on track.

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INVESTMENT PLANNING TO MATCH YOUR MILESTONES

RETIREMENT PLANNING

IF YOU'RE ASKING YOURSELF:

What age do I retire?
How much income do I need to retire?

We can help you find the answers and create a plan to match

ESTATE PLANNING

IF YOU'RE ASKING YOURSELF:

Should I have a will?
How do I reduce probate fees?

What tax consequences will be involved?

We can help you find the answers and create a plan to match

TAX PLANNING

IF YOU'RE ASKING YOURSELF:

TFSA or RRSP?
Do I pay too much tax?

How do I create a tax efficient income stream?

We can help you find the answers and create a plan to match

INVESTMENT PLANNING

IF YOU'RE ASKING YOURSELF:

Save for retirement?
Save to buy a house?

Build a legacy?

We can help you find the answers and create a plan to match

MEET OUR WEALTH ADVISORS

We can tailor a personalized plan that suits you perfectly — leaving you room to enjoy your life and handle everything it throws your way. Put a Northern Wealth Advisor to work for you!

SAY HELLO TO CHRIS

Chris Oliver is a Wealth Advisor with both Northern Credit Union and Credential Securities.

With over 9 years experience in the financial services industry, Chris has the skills and knowledge to provide secure solutions that will grow with your needs. Chris is passionate about really getting to know you and understanding all of your goals, so you can put all the pieces of your financial future together.

Chris specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving his members the Northern way. Chris has the skills required to exceed all of your financial needs. 

Call or email Chris to schedule a personal and confidential consultation. 

P: 705.949.2644 ext. 2073
E: chris.oliver@northerncu.com

*See disclaimer

​SAY HELLO TO JUDY

Judy Mills, CFP is a Financial Planner with Credential Asset Management Inc.  

With over 30 years experience in the financial services industry, Judy has the skills and knowledge to provide secure solutions that will grow with your needs. Judy is passionate about really getting to know you and understanding all of your goals, so you can put all the pieces of your financial future together.

Judy specializes in retirement planning, estate planning, and is committed to serving you the Northern way. Judy has the skills required to exceed all of your financial needs.

Call or email Judy to schedule a personal and confidential consultation. 

P: 705.942.2687 ext. 4301
E: judy.mills@northerncu.com

**See disclaimer

​SAY HELLO TO MICHAEL

Michael Morgan-Schubert is a Wealth Consultant with Credential Asset Management Inc.  

With over 20 years experience in the financial services industry, Michael has the skills and knowledge to provide secure solutions that will grow with your needs. Michael is passionate about really getting to know you and uncover your full financial picture, so you can put all the pieces of your financial future together.

Michael specializes in retirement planning, estate planning, and is committed to serving you the Northern way. Michael has the skills required to exceed all of your financial needs.

Call or email Michael to schedule a personal and confidential consultation. 

P: 705.522.2111 ext. 2205
E: michael.morgan-schubert@northerncu.com

**See disclaimer


CREATING AN INVESTMENT PORTFOLIO

Investing your money can be tricky business. The hardest part for some people is knowing where to start.

​STRESSED OUT OVER RETIREMENT PLANNING?

Your life-after-work should be a beacon of excitement. But, for many, thoughts of retirement are daunting. Here’s how you can ease the uncertainty.

TIRED OF PAYING TAX ON INVESTMENT GROWTH?

You can contribute to your TFSA and watch it grow faster, because you’re not paying pesky taxes on the interest earned.

MAPPING OUT YOUR INVESTMENT MIX

Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.

HAVE QUESTIONS?

Don’t hesitate to reach out! Our team will be happy to help answer any questions you have.

CREDENTIAL DISCLAIMER

*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

**Mutual Funds and related financial planning services are offered through Credential Asset Management Inc. 

© 2021 Northern Credit Union, Limited. All Rights Reserved