Apex Credit Union Ltd. is pleased to introduce:

AcuPlan Financial Planning Services Ltd.

New to Apex Credit Union in March 2006 is our new subsidiary, AcuPlan Financial Planning Services.

What will AcuPlan do for you?

AcuPlan will provide you, our member, with “Financial Life Cycle Planning”, in areas such as:

• Investment counseling and retirement savings
• Personal and corporate tax strategies
• Risk management and insurance
• Estate audits
• Inter-generational wealth transfers

How do you make an appointment with AcuPlan Financial Planning Services?

Call or e-mail our in-house Financial Advisor:

Jason Chan
(403) 338-1138
acuplan@telus.net

Allow us to introduce Jason:

Jason began his career in the financial industry in 1995.

His disciplined financial planning process begins by gaining a clear understanding of you and your unique situation and financial goals. Through the decisions Jason makes with you, a comprehensive financial plan and implementation strategy evolves to take on a distinctly individual shape, reflecting your investment objectives.

With his wealth management credentials from the Canadian Securities Institute, Jason is also licensed to assist you with your life and disability insurance needs and brings an abundance of knowledge to benefit members, just like you, in reaching their financial goals.