Unlock Your Potential with Synergy Shares Scholarship
Our organization believes in empowering people to take control of their financial lives. We offer a comprehensive range of financial services designed to meet the diverse needs of individuals and businesses in our community.
Our Vision
Our vision is a community where everyone has the financial knowledge and tools necessary to achieve financial stability and success. We strive to create a positive and supportive environment where people can achieve their financial goals.
Personal Finance
- Personal financial planning and budgeting
- Goal setting and financial tracking
- Credit health management
- Retirement planning and investment guidance
Banking and Payments
- Comprehensive online and mobile banking services
- Secure payment solutions for businesses and individuals
- Foreign exchange services for seamless transactions
- Competitive interest rates on savings and investments
Wealth Management
- Personalized wealth management strategies
- Estate planning and financial protection
- Tax planning and optimization
- Retirement planning and investment solutions
Business Solutions
- Business financing and loan solutions
- Financial consulting and planning
- Risk management and succession planning
- Employee financial wellness programs
Community Involvement
We are committed to giving back to our community through various initiatives and scholarships dedicated to financial literacy and empowerment.
Our Team
Our team of experienced professionals is dedicated to providing personalized and tailored financial solutions to our clients. We are committed to building lasting relationships based on trust and open communication.
Our Values
- Integrity: We conduct our business with honesty and transparency.
- Client-focused: We prioritize client needs and provide personalized solutions.
- Innovation: We embrace technology and industry trends to deliver efficient and effective services.
- Community: We are committed to supporting and empowering our community.
Empowering Your Financial Success
We believe in partnering with our clients to achieve their financial goals. Whether you need guidance on building wealth, managing debt, or planning for retirement, our team is here to support you every step of the way.
Synergy Credit Union - A Mix of Positive and Negative Feedback
Customer Service and Staff
- Positive Feedback: Shelley Burton, April Dawn, and Kevin Kraft appreciated the staff's friendliness, professionalism, and helpfulness.
- Negative Feedback: Canadian Marvel and Neana L. experienced poor customer service, including long wait times and unhelpful staff.
Mortgage and Banking Issues
- Negative Feedback: Canadian Marvel had issues with getting a pre-approval for a new mortgage and faced inconsistencies in information from different staff members. Neana L. was disappointed with the bank's inability to exchange change for bills and criticized the high banking fees.
Overall Experience
- Positive Feedback: Shelley Burton, Kevin Kraft, and April Dawn had generally positive experiences with Synergy Credit Union, appreciating the staff and service.
- Negative Feedback: Canadian Marvel and Neana L. had negative experiences, citing poor customer service and dissatisfaction with the bank's policies and practices.
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