Financial Planning

More Value When You Bank with Vermilion Credit Union!

Bringing it all together…It’s easy to see how one plus one equals two.
It’s not easy to see how a 5 year car loan, a 25 year mortgage, two kids, a dog and one job can equal a retirement home at the lake.

We have an in-house Certified Financial Planner and Financial Advisors that are both knowledgeable about the markets and smart strategies and really helpful and friendly.

Complete an online request to Meet with a Financial Advisor

That’s where Vermilion Credit Union can help. Through sound financial advice from our in house Financial Planner, we can connect you with products and services to meet your personal goals and objectives.  Making sure the results add up. And best of all, it’s FREE!!
Click below to arrange an appointment.

Lyle Worobec, CFP
Mutual Funds Investment Specialist
Credential Asset Management Inc.
Vermilion Credit Union

Lyle Worobec
 Phone: (780) 853-2822
 Fax:     (780) 853-4361

Vermilion Credit Union Year-End Financial checklist.  Take this 5-minute Review and get help creating a financial plan that looks at your whole picture.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.


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