Financial Planning

In this era of complex tax laws and ever changing regulations, it is difficult to plan for the future without drawing on some "outside" expertise.  Whatever your financial goal, proper planning can ensure you arrive there faster.

Growth Financial Corporation, a subsidiary of the credit union, offers a wide range of services to our area residents.  Offering professional investment and retirement planning through a licensed representative, Growth Financial Corporation is committed to helping clients improve their long term financial success.  Their customized services include:

  • Registered Education Savings Plans (RESPs)
  • Self directed Registered Retirement Savings Plans (RRSPs)
  • Registered Disability Savings Plan (RDSPs)
  • Annuities
  • Life Insurance and Disability Income Insurance
  • Guaranteed Investment Certificates (GICs) 
  • Retirement Planning
  • Estate Planning
  • Extended Health Care Insurance

Meet your local Growth Financial Team Licensed Financial Advisor, Jason Truscott

Please do not hesitate to contact us today!  Our office is located inside Creston Valley Insurance at the Creston Valley Mall.

Jason Truscott
Licensed Financial Advisor
Member of Advocis® the Financial Advisors Association of Canada
Growth Financial Corp.
#7 – 1000 Northwest Boulevard
Creston, BC V0B 1G6
PH: (250) 428-0606
FAX: (250) 428-9862
Toll Free: 1-877-402-6505