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Own Your Financial Future​​

Financial wellness is not just about net worth. It is a holistic approach to managing every aspect of your financial life and it is important for everyone, regardless of their net worth.​

From planning for your children’s education to buying a new house and saving for a vacation, there is a financial aspect to many parts of our lives. How we handle our finances can have a dramatic effect on how well we are able to meet our needs and our desires. It can also have a dramatic effect on our physical and mental health. A government of Canada study found that financial stress can lead to heart disease, high blood pressure and depression. Financial wellness has to be a part of your overall wellness strategy.

As a member of Your Credit Union, you know well the benefits of being an owner where you bank. We exist to meet your needs, not to make money from you, and that makes us the ideal partner for your financial wellness. Our Financial Wellness Advisors can provide expert advice on a broad range of financial topics. They are not commissioned and have no mandate to sell you products you don’t need. They are entirely focused on developing strategies that improve your financial wellness, both now and going forward.  

 

​Christine Vieceli, CFP

​FINANCIAL WELLNESS MANAGER YOUR CREDIT UNION, OTTAWA

Wealth Advisor, Credential Securities

“I ask the right questions and listen carefully to provide you with unbiased advice. I'll give you an honest analysis of your financial health and together we'll work to integrate your lifestyle, income and retirement goals into an achievable plan for your financial success.” 

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities,a division of Credential Qtrade Securities inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

​Nancy Tilley

​FINANCIAL WELLNESS ADVISOR YOUR CREDIT UNION, CORNWALL

Mutual Fund Investment Specialist, Credential Asset Management Inc.

“As a long-time resident of Cornwall, I have come to love this community and I believe that improving people’s financial wellness actually strengthens the wellness of the community at large.  That is why I am committed to helping people improve their financial health and realize real peace of mind.” 

Mutual funds are offered through Credential Asset Management Inc.

 

Let's Talk

 

Your financial wellness starts with a conversation. There is no obligation and no cost. 

To reach Christine: Call her direct at (613) 238-8001 extension 4227, or email her at cvieceli@yourcu.com

To reach Nancy:  Call her direct at (613) 932-7350, extension 4499, or email her at ntilley@yourcu.com

 

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