PlanWright Financial is a wholly owned subsidiary of Vision Credit Union, which was created in response to our members’ requests for a full array of financial services. Today, through PlanWright Financial, and Credential Asset Management Inc. we’re proud to be able to offer access to:


  • Financial Planning
  • Mutual Funds
  • Segregated Funds
  • Life Insurance
  • Retirement and Estate Planning


Our goal is to provide you with financial comfort, confidence and trust. Whether you're an individual or a business owner, our financial experts are here to help your reach your financial goals.

†Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently, and past performance may not be repeated. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. 

Contact PlanWright
522 – 10 Street
Wainwright, AB   T9W 1P4
Phone: 780-842-1370
Toll-Free: 1-877-842-1774
Fax: 780-842-1517

Jim Grant, CFP CIM FCSI, Manager PlanWright Financial
Wealth Consultant, Credential Asset Management Inc.
Jim Grant - 780-842-1373
Camille Kalveram, Investment Specialist, PlanWright Financial
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Camille Kalveram - 780-806-6383
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