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Investment Planning
We have the tools and resources to help you achieve your goals by creating saving and investment strategies tailored to you.
We'll give you expert advice on the use of RESPs, RRSPs, RDSPs TFSAs, RRIFs, and Locked in Pension Plans.
Estate Planning and Trusts
Rocky Credit Union offers trust and estate planning services. Know that you’ve taken the necessary steps to ensure your estate will be distributed exactly how you want.
A Trust and Estate Advisor can help assess your needs and develop a tailored plan to help you care for your loved ones.
Retirement Planning
We’ll help you develop a custom plan to meet your retirement goals and help with a drawdown strategy when you transition into your retirement.