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Kawartha Credit Union is a full-service financial institution that provides competitive and cost-effective products and services. We provide a broad range of personal and business financial solutions including chequing and savings accounts, loans, mortgages, lines of credit, credit cards, investments, insurance, and more. We are committed to supporting the financial well-being of our members and improving the quality of life in the communities we serve. Our dedicated team of financial professionals provide support, sound advice and unparalleled service. Membership at Kawartha is open to anyone looking for a local-focus financial services provider.
At True North Retirement Counsel we help people live "healthy financial lives". While we work with folks at all stages of life, we specialize in helping people make a successful transition to life after work. People should approach retirement with excitement and anticipation, but instead many are filled with anxiety and fear about this next stage of life. Most often this fear comes from the "unknown". What will life be like? What will I fill my days with? Who will I hang out with? How much is it all going to cost and do I have enough money?
At True North Retirement Counsel we know this fear can be eliminated by removing "the unknown" and replacing it with guidance in the form of a written plan. We accomplish this with a process that combines advanced yet easy to use tools, with our expertise in creating retirement income plans. It isn't rocket science but does require the specific skills that we possess, along with an understanding on your part about what truly motivates you.
In 1976, Rick Schilling began his financial career in Montreal with a finance company specializing in consumer loans. In 1978, after moving to Ottawa he was offered a position with a large Canadian banking institution. The next 16 years Rick worked within the corporate structure to the position of a senior account manager specializing in Business loans.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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