When I sold my house in December, I reached out to Innovation Credit Union to invest some of the proceeds. With my advisors RRSP and TFSA investment strategies, I was able to save $7,000 in taxes! His plan is what I intend to use moving forward each year. Innovation was a huge help in reaching my future financial goals!
When I was initially referred to Innovation Wealth, I thought I’d just be making an investment. They not only helped me consolidate my investments, they simplified my financial life, even helping me with my pension. Most importantly, when my wife passed away they helped me with her estate. I’ll always be grateful for the wonderful service I received during such a difficult time.
We meet with our advisor once a year for a re-assessment. She has helped direct us to keep our investments diversified to fit our needs. We have recommended Credential Securities to family and friends because we know they will be taken care of. (Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.)
I am incredibly grateful to Michele White for the peace of mind I have had in planning for my future. Whether it was being confident about spending within my budget, determining affordability of upcoming housing options, deciding on a retirement date or just feeling prepared for all possibilities regardless of what my future may hold. I love the peace of mind and stability that I now have especially during the instability of our time. The biggest mistake people make financially in my opinion is not seeking advice and help planning for their future early enough.
I knew I needed to start investing money, but I had no idea where to start. Karen explained everything and made sure I understood. I feel safe knowing my investments are in good hands and she’s always there to answer any questions that I have!
Innovation Wealth has been our advisor for the past 15 years. As a foundation holding endowed funds, it is imperative we have experienced wealth leadership who provides comprehensive investment advice and financial stewardship. Innovation Wealth has always offered sound financial guidance based on our investment objectives, including preservation of assets while enhancing value. We feel that they truly care not only about our foundation and its finances, but also about our community.
We’re a couple with a lot of goals: building investments outside of our farm, growing an RESP for our children, saving to build a home… It was hard to know where to start and if we could do everything we wanted to. The professionals at Innovation Wealth assured us we could and helped us develop an investment plan that covered every base.
I’ve been a member of Innovation Credit Union since 1967. It’s easy to maintain a relationship with an organization that continuously meets my needs. I became an Innovation Wealth client in 2002 and have been nothing but pleased with my investment plan. I would recommend Innovation Wealth to any of my colleagues, friends, and family.
I always feel taken care of at Innovation Wealth. From RESPs to RRIFs to helping with my husband’s estate. I’m so impressed with the time they’ve saved me and how well I’m treated.
