If you're seeking strategic savings advice and unique investment options, trust our Advisors to guide you in the right direction. Advisors are available in-branch or they will meet you wherever you happen to be.
Investors focused on retaining and building their wealth trust the financial experts at Sunshine Coast Credit Union’s wealth management subsidiary, SunCu Financial Services Inc. They are there to help you develop a comprehensive financial plan built on a variety of investment options.
Through patient conversations and asking goal oriented questions
Target what's important to them and works with them to achieve results
*Mutual funds are offered through Qtrade Asset Management Inc.
†Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a divsion of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from Qtrade Advisor investment advisors who hold financial planning accreditation from applicable regulatory authorities. Insurance products are offered through SunCu Financial Services. Find out more about your Advisor: visit IIROC AdvisorReport.