Your retirement possibilities are endless
…and you can get a taste of them with Synergy Credit Union.
One 20-minute appointment with a Synergy Wealth Advisor can put you on the path to building your wealth and accomplishing your dreams. We’ll show you what’s possible and help you build a plan to get there. Plus, we’ll provide you with some simple tips to build your wealth and reduce your taxes. It is definitely worth it to take the time.
And best of all, our mobile advisors can meet you where and when it’s convenient for you – at a coffee shop, your home, or one of our local branches.
It is possible to start saving while still enjoying your life right now.
Meet with us Today!
The Synergy Credit Union Taste of Retirement Contest begins January 5, 2014 and ends on March 21, 2014 at the end of business day.
This contest is open to all individuals residing in Canada who are 18 years of age or older. Employees, Board or Advisory members of Synergy Credit Union, and their household members and/or immediate family, are not eligible to enter.
Prize consists of one (1) travel voucher with a value of $5,000 CAD. Prize is non-transferrable.
HOW TO ENTER:
Individuals must attend a 20-minute appointment with a Synergy Credit Union Wealth Advisor to discuss building or enhancing their retirement plan. Individuals must attend the appointment after January 5, 2014 and before March 22, 2014 to be eligible for the contest. The Synergy Credit Union Wealth Advisor will prepare the entry at the time of the appointment. Individuals do not have to be members of Synergy Credit Union to enter the contest.
SELECTION OF THE WINNER, NOTIFICATION AND CONFIRMATION PROCESS:
The draw will take place approximately one (1) week after the closing date of the contest. The winner will be notified by telephone and/or email within approximately two (2) weeks of the draw date. In the event that the winning entrant cannot be contacted, he or she forfeits the right to the prize, and a new winner will be drawn. Entrants agree to comply with all the terms and conditions of this contest. The winner grants Synergy Credit Union the right to use his or her name, city and province of residence, and photo for the purposes of promoting the contest and/or Synergy Credit Union now and in the future. Odds of winning depend upon the number of eligible entries received.