SunCu Financial Services Inc.

Planning Solutions from an Organization you trust.

Trust the financial experts at Sunshine Coast Credit Union’s wealth management arm, SunCu Financial Services Inc., to help you develop a comprehensive financial plan that you can live with today and live on tomorrow. It’s never too late or too early to start building a better future.

Our wide variety of premium services include: wealth management, legacy and estate planning†, mutual funds & securities (stocks and bonds)†, life, disability, critical illness and long-term care insurance, group benefit plans, RRSPs and RRIFs (including self-directed)† , Registered Education Savings Plans (RESPs)† , Registered Disability Savings Plans (RDSPs)† , pension plan transfers † segregated funds and annuities. Contact us today for a no-obligation consultation.


Alex Albrecht, PFP®

Investment Specialist, SunCu
Investment Advisor, Qtrade Advisor

604 885-3792

With over fifteen years of experience in the financial services industry predominantly at large investment firms, Alex joined SunCu in 2008. Adept at providing advice through a variety of market conditions, Alex’s clients look to him for effective expertise and guidance regardless of what is occurring in the external environment.

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Tracy Cousins, CFP®

Certified Financial Planner & Insurance Representative, SunCu
Investment Advisor (Mutual Funds), Qtrade Advisor

604 885-3792

With over twenty five years in the financial services industry, Tracy obtained her Certified Financial Planner designation in 2004. Whether she is helping clients maximize their retirement or save for their child’s education, Tracy is rewarded each time when she sees that her advice has made a positive impact or simply given her clients peace of mind.

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John Georgescu

John Georgescu, CIM, FCSI

Investment Advisor & Insurance Advisor, SunCu
Investment Advisor, Qtrade Advisor

604 885-8755

John has been helping clients tailor traditional or sophisticated investment strategies to meet their specific needs since 2006. He has always felt that the Credit Union has a real people-helping-people mentality and provides better, more personalized options for their members; a philosophy that aligns with his beliefs. His career, spanned over 10 years, includes lending, branch management, and investment and insurance advice.

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Click on the links to the left for resources on life events you may be experiencing today. For a personalized approach to your unique situation, please contact us today.

QtradeSunCuFinancial

† Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Insurance products are offered through SunCu Financial Services. Find out more about your Advisor: visit IIROC AdvisorReport.

 

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