Does Vancity offer financial planning or investment services?

Yes, Vancity does offer financial planning and investment services designed to assist individuals in managing their finances and reaching their financial goals. These services typically include personalized financial advice, retirement planning, estate planning, and investment management. Vancity emphasizes a holistic approach to financial wellness, which means they strive to align their clients’ financial strategies with their values and priorities. The investment services provided by Vancity can encompass a variety of options, including socially responsible investing, which is particularly significant for those interested in aligning their investments with ethical and sustainable practices. Financial planning services aim to help clients develop comprehensive strategies that consider various aspects of their financial lives, from budgeting and saving to investing and retirement preparedness. Additionally, Vancity may offer resources, tools, and educational materials to empower members in making informed financial decisions. If you would like more specific information about the financial planning or investment services available, it is helpful to visit Vancity's official website, where you can find detailed descriptions of these services and any associated fees or requirements.