Financial Planners

Take control of your future with a sound financial plan

At times, personal circumstances require a more thorough analysis beyond the services, products and advice available within our branches. For those members seeking advice for more advanced strategic, succession or transition planning and investments, Sunrise has aligned with a team of industry professionals, each of which brings a unique set of skills to the table.

Partnering with our wealth management team has been a huge success, providing Sunrise members access to financial planning and wealth management services.

Together, we build on a foundation of trust with the goal of serving our members for generations to come.

Contact our Financial Planning experts:

Stacey VanhoveStacey Vanhove, BComm (Hons), PFP
Wealth Management Advisor

Cell: 204-730-0435
Sunrise Credit Union/Credential Asset Management Inc.
Sapandeep SinghSapandeep Singh, RFRA
Wealth Management Advisor

Cell: 204-730-6465
Sunrise Credit Union/Credential Asset Management Inc.

Email our Financial Planning experts

e.g. 604 555 6878
 
Mutual funds are related financial planning services are offered through Credential Asset Manaegment Inc.