Wealth Services

Did you know?
  • There's a strong relationship between physical and emotional health, personal financial wellness, and productivity.
  • Canadians who are financially unprepared are twice as likely to be distracted and have difficulty focusing at work.
  • The financially unprepared have no formal business plan, have high debt levels, report minimal savings, and are not saving for retirement.
  • The financially prepared are more likely to be in better physical health than those who worry about their finances.

Financial Services offered by Sunrise Credit Union Limited and Sunrise Wealth Management

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Deposit Accounts Financial Planning
Term Deposits / GICs Estate Planning
RRSP, TFSA, RRIF Succession Planning
Personal Loans / Lines of Credit Investments
Mortgages Insurance
Commercials / Ag Services

Let us help YOU get on your way to Becoming Financially Healthy!