Plan

        Prepare for Your Future

        You're a part of the Canvas family, and that means we've got your back from start to finish. We'll help plan for tomorrow’s adventure and your fantastical future so that you can Go Live!
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        PERSONAL INVESTMENTS

        • MEMBERS™ Financial Services

          Let’s get planning today, and create a golden tomorrow. Our MEMBERS™ Financial Services advisors can help you achieve your goals whether it’s starting school next month or funding your retirement villa. We’ve got the scoop on important choices such as financial planning, preparing for college expenses, retirement savings, and trust and estate conservation.

        PERSONAL SAVINGS

        • Individual Retirement Accounts (IRAs)

          What does your retirement look like? Whether it’s a lavish garden or sky-jumping lessons, our Individual Retirement Accounts (IRAs) can help get you there.

        BECOME A PERSONAL MEMBER

        • Personal Membership

          We’re ready to be your personal planning partner in life. We are not a place you bank, we’re more. Sure, we’re a secure and insured financial provider, but we’re also a not-for-profit co-op owned by our members. We answer to our members, not investors. Join our Canvas family today. Leave the banking to us while you Go Live.

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        BUSINESS SAVINGS

        • Simplified Employee Pension IRA

          Get that “Greatest Boss” coffee mug from your staff, when you set up a simple pension plan for you and your employees. Our Simplified Employee Pension Individual Retirement Account, or SEP-IRA, we’ll get you saving for your golden years while supporting your staff’s future.

        BECOME A BUSINESS MEMBER

        • Business Membership

          We are the place you’ve been looking for to help you plan for your business today and tomorrow. We’re local, ready and willing to stand by you and your company through thick and thin. Whether you need the financial tools to handle the daily donut run or are investing in your next entrepreneurial endeavor, we’re ready to be your planning partner.

        • Preferred Partners

          Enhance your employee benefits at absolutely no cost to your company by offering Canvas Credit Union membership to your employees. By becoming a Canvas Credit Union Preferred Partner, your company will also be eligible to open a business account and enjoy all the benefits of membership.

        Achieve Your Financial Goals

        Book your free consultation with a MEMBERS™ Financial Services professional today. Together, we’ll set the course for your dreams, whether that’s a plan for your relaxing golden years, ensuring your brilliant kiddos can pay for college, or that secret adventure you must cross off your bucket list.