Here’s how we can support you

Parking excess funds

As a business owner, you may find yourself with unencumbered cash that you want to set aside in the short or long-term.

• Term deposits
• Guaranteed interest rates 
• Your deposits support people and businesses on the Sunshine Coast in the form of loans 
• 100% deposit guarantee. At Sunshine Coast Credit Union, depositors are 100% protected by the Credit Union Deposit Insurance Corporation (CUDIC) of British Columbia

Business owner financial planning & tax-efficient investment solutions

As a business owner, you may be challenged with determining the best strategies and solutions for cash flow and tax planning.  

Our Advisors will help you create a financial road map to fuel your current and long-term goals.

Business owner retirement planning

You’d like to retire someday. As a business owner, the path is not always clear. Our Advisors can help bring your retirement vision into focus.

• Mutual Funds & Portfolios
  • Professional money management
  • Specific portfolios that meet and adjust to specific goals, risk tolerance and time horizon
  • Socially responsible investment options

Business owner succession planning

Having a succession plan in place is critical to building value and securing the legacy of your business, whether you decide to sell or transition your business to family.

Our Advisors help you navigate every step of the succession planning process.