Prairie Centre Credit Union
With Blueprint, we look after your financial needs. To help you plan for your financial future, we employ Financial Specialists who are financial planners equipped to help you clarify what your goals are and how best to achieve them. Of course as you move through your life cycle, your goals and priorities change. So whether your plan involves planning for retirement, saving for your first home or planning your children’s education, we are here for you.
Our financial planning services are provided by CFP* professionals/ CERTIFIED FINANCIAL PLANNERS – they meet certification and post certification requirements by the Financial Planners Standards Council.
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Insurance and Insurance Planning**
No one really knows what the future will bring, but the right insurance plan allows you and your family to enjoy peace of mind no matter what tomorrow has in store.
Everyone has different insurance needs. Whether it's protecting your family, your retirement fund or your small business, your Credential Financial Strategies® representative can help you determine the insurance coverage that is right for you.
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Estate & Trust Services
Do you want the peace of mind that comes from knowing your affairs will be managed as you wish now and in the future?
Let us help you plan a worry-free future for you and your loved ones.
Prairie Centre can provide you with complete personal trust products and services through our relationship with Concentra Financial Services Association (formerly Co-operative Trust Company of Canada).
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Full Service Brokerage***
If your investment needs are best served through an investment dealer, Prairie Centre is pleased to offer the services of Credential Securities Inc.
A Credential Securities Inc. Investment Advisor is a full service broker who provides expert advice and analysis when designing your investment and retirement portfolio. You can access a wide variety of investment products including stocks, bonds, mutual funds, T-Bills and tax advantage investments.
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*CFP Flame logo™
Certified Financial Planner™ and CFP™ are certification marks awarded by Financial Planners Standards Council under a license agreement with the CFP Board of Standards, Inc.
**Credential Financial Strategies® is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential Financial Strategies® is a registered trademark owned by Credit Union Central of Canada and is used under licence.
*** Mutual Funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc, which operates as a seperate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus befor investing. Unless otherwise stated, cash balances, mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF.