|
Financial Planning
Money is an important part of day to day living – and having enough money to meet your goals and achieve your dreams is vital. Lake View Credit Union can help you find your way with our financial planning services.
Our Personal Financial Planner, Simone Charbonneau, is ready to help you live life on your own terms, by providing you with the expertise you need for the life you want. Our financial planning services include:
- Budgeting
- Saving Money
- Personal Finance
- Planning for Life Stages
- Credit & Debt Management
- Retirement Planning
- Self-Employment
- Real Estate & Mortgages
- College Savings
- Tax Planning
- Managing Risk
Call our main branch today (250-782-4871) and book your appointment.