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Financial Planning

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

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Acadian Credit Union has a strategic partnership with Celtic Financial Solutions Ltd.
in order to provide a complete range of financial products and services to our members. 
Be sure to contact us at Acadian Credit Union to set up your appointment with our partner.

Celtic Financial Solutions Ltd. has a full line of wealth management products and services including:

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Mutual Funds

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Tax planning

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Investment planning

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Insurance and estate planning

 
 

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.

Ready to start talking about your future?

Get in touch with our helpful staff to set up an appointment.
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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.