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Financial Planning

Your future looks bright and we're here to help you plan for it

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How we can help you

At iNova Credit Union, we’re here to help you plan for what matters most. Because we’re part of the same community, we understand the goals and challenges you face right here at home. Whether you’re saving for your first house, planning for your family’s future, or looking ahead to retirement, we’ll take the time to listen and create a plan that fits your life. With iNova, you’re not just getting financial advice—you’re getting a partner who cares about your success and your community.
 
 

Why plan for the future with us?

Personalized support

Working with an advisor can mean the difference between a plan and action. Get expert, friendly, step-by-step advice to make your goals a reality.

Local insight

We know our communities inside and out, which means we have the know-how to inform financial advice for our local economies.

Certified experts

Personalized service and solutions from our experts will set you ahead – they know their stuff when it comes to helping you reach your financial goals.

 
 
 
 
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Get retirement ready with help from our handy planning calculator.

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Estimate how much you need to save for your child’s future education.

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See how growing your money tax free will help boost your savings.

 

Level up your financial know-how

Guide to saving & investing, opens in a new tab

Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

5 things I wish I knew before retiring, opens in a new tab

They say hindsight is 20/20. We talked to five retired Atlantic Canadians to get their advice for others.