Investments

        A MEMBERS™ Financial Services advisor located at Canvas Credit Union can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.

        Brought to you by the MEMBERS™ Financial Services program located at Canvas Credit Union.

        DARCIE CONKLIN

        Call 303-639-2477 for a no-cost, no-obligation appointment with one of our three Financial Advisors.

        Financial Services Coordinator

        Meet Our Financial Advisors

        Aaron J. Haugland, Financial Advisor

        Aaron J. Haugland

        Financial Advisor

        Laraine Dickerson, Financial Advisor

        Laraine Dickerson, CFP

        Financial Advisor

        Stephanie Leatherman, Financial Advisor

        Stephanie Leatherman

        Financial Advisor

        FINANCIAL PLANNING

        Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.

        RETIREMENT PLANNING

        Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.

        COLLEGE PLANNING

        Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.

        TRUST & ESTATE CONSERVATION*

        An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.

        *Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
        MEMBERS™ Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
        Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
        FR-2202799.1-0818-0922

        Want to view all the fine print, visit our Disclosures web page.

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