Financial Planning

As you approach different life events such as retirement, sending your children to school or planning on buying a home, the need for financial planning increases. Every life event carries with it a financial challenge or opportunity. With a little planning and expert guidance from an financial advisor, you can help ensure that you will have the cash flow and assets to meet those challenges. Access Credit Union provides you access to a wealth of knowledge and expertise to help you make the decisions that will benefit you now, and in the future.

To meet our team of financial planners, click here.


Are your beneficiaries up-to-date?

It's a good idea to review your beneficiaries annualy. If there's been a major life event such as marriage, divorce, birth of a child or death in the family you may want to change your beneficiaries on your RRSPs, RRIFs, or TFSAs. Contact your account manager and you'll be able to complete a new designation form.
  • if funds contained in the contract are subject to a Pension Lock-In, the locking-in addendum may override this designation if a person other than your “spouse” is designated to receive the proceeds
  • a fee of $50 will be charged to transfer out any registered plan to another financial institution
  • TFSA plans are allowed one free withdrawal per month, and a fee of $5 applies to any other withdrawals
 

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Phone

1.800.264.2926 (North America Toll-Free)