Financial Planning

Our partners at Applied Wealth Strategies have been providing financial planning services to Sydney Credit Union members and business members for years.

Although the Applied Wealth Strategies office operates as a separate entity from Sydney Credit Union, it operates with the same values and community focus.

Applied Wealth Strategies is here for our members. You will receive outstanding personal service and advice tailored to your own situation. Managed by Denise Gallant, Applied Wealth Strategies provides professional wealth management services, access to financial planning expertise, asset management services including mutual funds*, segragates funds, annuities, and personal insurance products.


For more information on Applied Wealth Strategies, visit their website or follow one of the following quick-links.

To speak with someone about your financial future, simply contact Sydney Credit Union to arrange a referral or contact Applied Wealth Strategies directly.

Applied Wealth Strategies
336 Kings Road (Medical Arts Building)
Suite 204, Sydney

Phone: 902-567-2533
Email: clientassistant@appliedwealth

*Mutual Funds Provided Through FundEX Investments Inc.