About PlanWright Financial
PlanWright Financial was established in 2004 as a wholly-owned subsidiary of Encompass Credit Union. 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.
We offer services to both individuals and businesses.
PlanWright has access, through it’s mutual funds dealer, Credential Asset Management Inc., to an extensive list of mutual funds†. We also have access to segregated funds and life insurance alternatives. We aren’t affiliated with any single insurance or investment company and so we can be loyal to our clients. Our goal is to provide you with comfort, confidence and trust. PlanWright offers high level retirement and estate planning advice, at no cost, as an extension of Encompass Credit Union’s commitment to its members and the communities it serves. Our office is located in Wainwright, Alberta; however, our staff is pleased to meet with clients at the five other Encompass Credit Union locations (Consort, Edgerton, Irma, Hardisty, and Hughenden).
†Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
PlanWright Financial is a wholly-owned subsidiary of Encompass Credit Union.