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​We can help you live your dreams

Identifying your goals and dreams and working together to achieve them is what financial planning at First Credit Union is all about.


Planning and Advice

Whether your wealth is still a small seed or in full bloom, our experienced and knowledgeable team is here to ensure you are on the right path.

We are proud to have several Certified Financial Planner® professionals on our team. Considered the gold standard for the financial planning profession worldwide, this designation assures members that they are receiving the highest level of guidance and advice.

Investing is only part of the picture 

Our financial planning advice includes:

  • Defining your financial goals
  • Creating a financial blueprint to reach your goals
  • Finding life and health insurance solutions
  • Addressing tax and estate planning needs
  • Selecting investment products to grow your wealth

Realize your short and long term goals 

Our financial planning professionals devote time and expertise to be sure nothing is overlooked. With the right investment products, advice and guidance, we can help you build a strong foundation based on your financial blueprint.


Ready to explore a financial plan tailored for you?

Book an in-person or phone appointment with a local financial advisor today.



What are the benefits of becoming a member?

Your deposits are 100% guaranteed, access the largest network of surcharge-free ATMs in Canada, and get expert financial advice.


The value of financial advice

A qualified financial planner can help you achieve your goals using financial planning tools, investment expertise and tax planning. Learn why finding the right financial advisor can be extremely valuable for your financial future.


Estate planning: How to craft your legacy

Estate planning is a deeply personal process that reflects your values, priorities, and aspirations for your loved ones and assets after you're gone. In this article, we'll explore the essential elements of estate planning and why they matter.


Is term deposit laddering right for you?

Term Deposit Laddering doesn't require constant monitoring or active management. It provides a stable and predictable investment approach, making it suitable for conservative investors who prioritize keeping their money safe.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.