Investments Credential Direct® Term Investments Youth Investments Registered Products Index-Linked Deposits

Kara Baker-Nim, B.Comm, CFP
Personal Financial Planner
(306) 653-5136
kara.baker-nim@newcommunity.cu.sk.ca

With so many investment options available, you may be having a tough time determining where to invest your hard earned money.  Whether you are interested in investing online, in index linked deposits, or in term investments, we have many options to suit your saving lifestyle.  All monies deposited in our Credit Union are guaranteed by the Credit Union Deposit Guarantee Corporation.

Since graduating from the College of Commerce at the University of Saskatchewan, Kara has worked in the financial services industry for over 7 years.  During this time Kara has continued her education in the area of financial planning, including completing her Personal Financial Planner designation and the Branch Compliance Officers Course.  In 2006 she received her Certified Financial Planner designation. As part of Kara's commitment to continuing education, she is currently working on her Certified General Accountant designation.

Managing your financial affairs is an increasingly complex task, and with that in mind we are coming to you. Kara has extensive experience in the Wealth Management and Financial Planning areas.  Daytime or evenings, at your home or in the branch, she is excited to provide advice to you whenever and wherever you need it.

Kara can help you chart your course to financial success.  From saving for a new car to planning for retirement, she will work with you to create a customized plan to enhance your success and security.  Your plan will reflect your goals, needs and tolerance for risk.  Together, through regular meetings and phone calls, we will monitor and adjust your plan as your situation changes, to ensure you achieve your goals.

Whether it is a guaranteed term deposit, secure stock market-linked term investments, such as Prairie Basket or Market Flex or mutual funds*, we offer products suited to your individual needs. 

Kara is looking forward to meeting you and building a relationship based on trust and personalized service.  She encourages you to contact her directly by phone, email or by stopping by our branch.

• Achieve the lifestyle you deserve
• Plan for a comfortable retirement
• Provide for your loved ones
• Increase your wealth
• Enjoy financial success today

*Mutual funds 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 covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.