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Serving You, Your Family and Your Commnity
Sunrise Credit Union offers a personalized approach to investing, planning, and wealth management - built on trust, confidence, and a deep commitment to helping you achieve your financial goals.
Meeting Your Investment & Planning Goals
Wealth management is an integrated and coordinated approach to managing all your financial needs, whether those needs are great or small, immediate or future.
By actively listening and asking questions to help discern precisely the products and services you need to achieve your goals, we can contribute to your wealth management plan.
Here are some of the services and products we offer:
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Estate Planning
Estate planning services
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Financial Advisor
Get personal financial advice
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Investing FAQ’s
Frequently asked questions about investing
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Online Trading
Take the next step toward your trading goals.
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LIRA
Safeguard your pension
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RDSP
Start planning for long-term financial security.
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RESP
Prepare for a brighter future.
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RRIF
Relax and enjoy your retirement.
RRSP
The best time to start saving - is now.
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Term Deposits
Term Deposits and Guaranteed Income Certificates (GICs)
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TFSA
Flexibility, Protection, and Growth
Need Expert Advice?
At times, personal circumstances require a more thorough analysis beyond our branches' services, products, and advice.
For those members seeking advice for more advanced strategic, succession, or transition planning and investments, we’ve 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 an enormous success, providing Sunrise members access to financial planning, insurance, and wealth management services. Together, we build on a foundation of trust to serve our members for generations to come.
Get Business Advice
Whatever stage your business is at, we’re here to help you achieve your potential, with free, trusted business and commercial banking advice.
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Made-in-Manitoba Investment & Planning Services
Sunrise Credit Union is privileged to have earned the trust of our members while serving their families for generations through our legacy credit unions. Our staff work hard every day to build relationships, trust and confidence by providing innovative products, services and advice to meet your individual and corporate requirements. We do this by actively listening to your needs, taking a big-picture view of your financial circumstances and goals, and identifying personalized solutions.
Are you ready to experience the Sunrise Credit Union difference
We're Hiring at Sunrise
Explore our job openings and apply today!
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