Wealth Management Group

Whether you’re looking for a short-term investment solution or a full-scale strategy for the long haul, our Wealth Management Group provides you with a solution to fit your personal needs.

Mission & Strategies
Salmon Arm Savings and Credit Union provides members with access to best-in-class advice for building, preserving and transferring wealth, with an efficient, integrated team of accredited wealth management specialists

Wealth Management Team
Learn more about our provincially recognized wealth management group and advisors.

Financial and Investment Planning
Most people don’t plan to fail, they fail to plan! At SASCU, our team of talented and experienced personal financial advisors are here to work with you. Whether you are just starting to plan, already saving or near retirement, SASCU Wealth Management Group has options for you.

Insurance Services
Our Wealth Management Group understands the need for personal, business and specialized coverage to protect your assets and help manage risk.

Estate Planning
You’ve spent a lifetime building your wealth. We can help you grow, protect and transfer those assets to others, all according to your wishes.

Online Investing
To offer discount and online brokerage services, the Wealth Management Group has partnered with Qtrade Investor.