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 Advisor,
Qtrade Advisor at SunCu Financial Services Inc.
Qtrade Top Advisor Award 2016

604 885-3792

As an experienced wealth management professional specializing in building and preserving wealth, my clients can trust that I create customized portfolio-based solutions and provide sound financial advice based on their own unique and individual circumstances.

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Tracy Cousins, CFP®

Certified Financial Planner
Investment Advisor & Insurance Representative
Qtrade Advisor at SunCU Financial Services

604 885-3792

As a CFP professional, I have the privilege of building trusted relationships and helping my clients achieve a state of affluence: independence, peace of mind, and the ability to make confident, purposeful financial decisions.

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John Georgescu

John Georgescu, CIM, FCSI

Investment Advisor & Insurance Representative
Qtrade Advisor, SunCu Financial Services Inc.

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

†Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential 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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