OMISTA Credit Union - Your Future

Wealth Management Services.

Other Resources

FAQ Section
Visit our FAQ section for more information on investment options.

Rates
If you are looking for our investment rates, click here

Financial Planning Tool
You can also click here to access our on-line financial planning tool.

Credit Unions, ATMs & 'Ding Free' ATMs
To find a list of Credit Unions, ATMs & 'Ding Free' ATMs please click here

Financial Fitness
Advice from OMISTA Experts
What is a Mutual Fund and Why Should I Invest in Them?
Know your Goals Before You Start Investing
RRSP is a Gift to your Future

Need more answers?

Visit our contact page and submit your question through the "Who can help me?" link or call one of our financial experts at any of our five branches.

Turning financial security into financial reality. OMISTA's personal financial planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. A no-obligation, no-cost consultation can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. You will receive financial analysis and advice on investments, retirement planning, education planning, money management, insurance and more. There is no cost or obligation to meet with a licensed representative. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Together we can create a personal financial strategy that will allow you to reach your individual goals and maintain financial strength. Selection, skill and convenience - what more can we offer you?

Part of sound financial planning involves timely reviews of your progress. Our Wealth Management Representative's can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Financial planning; and annual review
Examination of financial position
Identifying personal financial goals
Income protection
Discussing tax considerations
Mortgage protection
Retirement planning
Survivor income needs
Building funds for higher education
Management of risk through insurance and investment allocation
Investment counselling
Choosing healthy investment and savings plans
Diversifying investments
Exercising the best investment options

Available to owners of OMISTA Credit Union, Ozzie MacKay and Dave Gorman, have earned their membership at the Million Dollar Round Table (MDRT).

MDRT is The Premier Association of Financial Professionals^®. An international, independent association of 32,981 of the world’s best life insurance and financial services professionals from 74 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Contact information:

1192 Mountain Road
Moncton, NB, E1C 2T6
Phone: (506) 858-7909
Fax: (506) 854-2869

650 Montgomery Street,
Fredericton, NB E3B 5R6
Phone: (506) 462-0203
Fax: (506) 462-0206

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to owners of credit unions and their communities. ^®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.