Financial/Estate Planning

We all have times when we need to plan our financial future carefully. Whether it be estate planning, building funds for retirement, or preparing for a child's post-secondary education, an effective plan can help you minimize risk while achieving the long-term results you need.

Through our partnership with Credential Securities, we're pleased to offer the services of Wealth Advisor Tony Lipiec. Tony specializes in helping families plan for the future with conservative, effective investment strategies. Tony can assist you with retirement planning, using your TFSA, RESP's, unexpected windfalls, cash management, and any other financial planning questions you may have.

For more about Tony, please see Tony Lipiec's Bio (PDF).

For a complimentary review of your financial goals, your current investment portfolio, or for a second opinion, call Tony at 1-800-440-6608 x225 or e-mail tlipiec@credential.com Don't forget to mention you're a member of FSCU!

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