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Financial Wellness helps you see the big picture
Financial wellness is not about your net worth. Financial Wellness is an approach that looks at your relationship with money and how it impacts your life. 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 must 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.
Talking with one of our Financial Wellness Advisors carries no obligation or cost but holds a wealth of opportunities.
See your way to booking a conversation at 1-800-379-7757
and let’s talk about YOUR financial wellness.
Financial Wellness Stories
Our Financial Wellness advisors help members achieve their financial goals everyday. Here are a couple of stories about how they make that happen:
Our Financial Wellness advisors help members achieve their financial goals everyday. Here are a couple of stories about how they make that happen:
“I recently helped a member who had lost her spouse. Her husband had assets at other financial institutions, and she was unsure how to transfer them to her name. We worked together to transfer and consolidate those assets and lowered her fees in doing so. We structured a plan for her that addressed taxes and estate planning for her present and future needs. I feel particularly proud that we gave her the compassion and support she needed and earned her thanks and trust.”
Christine
Christine
“I met with a member who was initially looking for guidance concerning a pension package and Retirement Saving Plan with another financial institution. The conversation quickly expanded to include her complete financial wellness because she had needs and desires that had to be addressed. We developed a plan together that met her retirement needs and increased her overall net worth. I try to put myself in the shoes of the members I assist to truly understand their complete situation. I am so pleased to have helped this member establish a plan that will ensure her financial wellness for now and well into the future.”
Nancy
Nancy
 Christine Vieceli, CFP |
About Christine As an Investment Advisor, my role is to help members create tax-efficient, sustainable cash flow. Whether they are accumulating wealth, investing a lump sum, or drawing on their life savings, I help them understand and navigate the complexities of the financial world. |
About Nancy 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. |
 Nancy Tilley |
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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