Financial Planning

New Waterford Credit Union has a strategic partnership with Celtic Financial Solutions Ltd. in order to provide a complete range of financial products and services to our members.

Celtic Financial Solutions Ltd. has a full line of wealth management products and services including:
  • Registered Retirement Savings Plans (RRSP's)
  • Registered Education Savings Plans (RESP's)
  • Retirement Income Planning
  • Estate Planning
  • Life, Critical Illness, Disability and Income Protection Insurance
  • Pension Planning and Management
  • Tax Planning
  • Mutual Funds and Other Investment Options
Financial planning services are available to all New Waterford Credit Union members with no obligation. We encourage you to contact us today at 902-862-6453 so that we can arrange your financial planning appointment.
 

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