PlanWright Financial is a wholly owned subsidiary of Encompass Credit Union. It was created in response to our members’ requests for a full array of financial services. Today, through PlanWright Financial, we’re proud to be able to offer you:
- Financial Planning†
- Mutual Funds†
- Segregated Funds
- Life Insurance
- Retirement and Estate Planning
Our goal is to provide you with financial comfort, confidence and trust. Whether you're an individual or a business owner, our financial experts are here to help your reach your financial goals.
†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.