Financial Planning

Caisse populaire de Clare has an agreement with Steven Jeddry, B.B.A., a Financial Security Advisor with Maritime Wealth Management. He is also an Investment Representative with Quadrus Investment Services Ltd., to provide financial security planning services to our members. We have a referral process in place with Quadrus that gives our members access to financial security planning solutions. These planning solutions can be mutual funds and insurance, which we do not offer in branch. This service is available to everyone with no obligation. We encourage you to see one of our credit union staff to arrange a financial security planning appointment.

What’s your dream?

Together, we can create a financial security plan as unique as your goals and dreams, whether it’s:

  • Retiring comfortably
  • Financing your child’s education
  • Providing financial security for your family
  • Leaving a legacy for your family or favorite charity
  • Owning a home or vacation property
  • Building a successful business

Solutions to meet your needs

Financial products are part of a well-thought-out financial security plan. We will help you make sure the financial security products you choose address your specific needs.

We can offer a broad range of financial products from various financial institutions. Through Quadrus Investment Services Ltd., wholly owned by London Life, we can offer you powerful investment choices.

In addition we offer the following:

  • Individual life insurance
  • Segregated fund policies, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs)
  • Individual disability insurance
  • Individual critical illness insurance
  • Individual health and dental insurance
  • Business insurance
  • Group retirement plans and group insurance
  • Mutual funds - Registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)

A financial security plan tailored to your needs

Understanding your goals and dreams is important in building the right plan for you. In the convenience of your home or office, as your financial security advisor and investment representative we will:

  • Evaluate all your financial security needs
  • Discuss wealth creation, insurance protection and estate planning
  • Make recommendations and help you implement them over time
  • Regularly review your financial security plan to ensure it continues to meet your needs at every stage of your life 

Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd.

Services d’investissement Quadrus ltée et le symbole social, Gamme de fonds Quadrus et Fusion sont des marques de commerce des Services d’investissement Quadrus ltée.