Products and Services

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Financial Planning
We are committed to providing necessary guidance, from strategic decisions to understanding what your next steps should be, we’re here to help you with any and all financial processes.
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Our Services
At PlanWright Financial, we offer a vast array of services to meet each client’s needs.
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About Us
Created in response to our members’ requests for full financial services, PlanWright Financial offers financial planning, investment and insurance services to our members and to the general public.
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Online Brokerage
Make your own trades with access to the Qtrade Direct Investing online brokerage.

PlanWright Financial is a wholly owned subsidiary of Encompass Credit Union, which 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.

Meet our team!

Tim Parchewsky

Wealth Consultant, Credential Asset Management Inc.; Manager, PlanWright Financial Ltd.

Myla Myshyniuk

Mutual Funds Investment Specialist, Credential Asset Management Inc.; Investment Specialist, PlanWright Financial Ltd.

Camille Kalveram

Investment Associate Credential Asset Management Inc.

Contact PlanWright
522 – 10 Street
Wainwright, AB   T9W 1P4
Phone: 780-842-1370
Toll-Free: 1-877-842-1774
Fax: 780-842-1517
Email: planwright@encompasscu.ca
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