PlanWright Financial


PlanWright Financial Logo PlanWright Financial is a wholly-owned subsidiary of Encompass Credit union. Created in response to members' requests for full financial services, PlanWright Financial offers financial planning, investment and insurance services to our members and to the general public. Whether you're an individual or a business owner, our financial experts are here to help you!

PlanWright has access to an extensive list of mutual funds† through Credential Asset Management Inc. We are also able to provide alternatives to segregated funds and life insurance. Not being affiliated with any single insurance or investment company ensures that our loyalties are to our clients. Our goal is to provide you with comfort, confidence and trust.

WHAT PLANWRIGHT DOES


MORE ABOUT PLANWRIGHT FINANCIAL

As an extension of Encompass Credit Union's commitment to its members and the communities it serves, PlanWright offers high level retirement and estate planning advice.

The PlanWright office is located in Wainwright, Alberta; however, our staff is pleased to meet with clients at any of the other Encompass Credit Union locations.

Check out the PlanWright website for more information.


†Mutual funds and financial planning are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.

 

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