Investment Planning

It's never too early to invest in your family's future. OMISTA Credit Union can help you learn about the three main types of investment.

Integrating Finances

Find out about joint accounts, budgeting and long-term investments. Talk to OMISTA Credit Union about what to do with your shared finances.

Estate Planning

OMISTA Credit Union can help you plan your estate so what you've worked for goes where you want it to go.

Insurance Planning

There are many different types of insurance out there. Talk to OMISTA Credit Union about which ones are right for you and how much you need.

Income Tax Planning

Learn about how OMISTA Credit Union can help you invest in spousal RRSPs or claim a spousal amount on your annual tax return to save you money.

New Costs, New Budgets

Planning your finances as a family is considerably different from when you were single. OMISTA Credit Union can guide you through everything you'll need to make that change.