Sunrise Wealth Management

06/01/2026

⛳️ Golf season ahead!

Vicki Renwick stopped by the Melita Sunrise Credit Union branch to accept her Oak Island Giveaway package! Thank you for working with Sunrise Wealth Management, Vicki!

05/26/2026

🎓 Scholarship opportunity alert!

Sunrise Credit Union is now accepting applications for their scholarship program, supporting students as they pursue their post-secondary education goals.

We’re proud to share opportunities that help local students succeed and invest in the future of our communities. If you or someone you know is continuing their education, be sure to check out the available scholarships and application details through Sunrise Credit Union.

Best of luck to all applicants! 🌟

The due date for this assignment: May 31

That means you (students!) now have 6 days to complete the assignment and apply for the Sunrise Credit Union Scholarship Program!

To submit your assignment, visit https://www.sunrisecu.mb.ca/community/scholarships

05/25/2026

Time for a Weekly Wealth Tip: Budgeting for summer vacation.

While winter weather in Canada has its challenges, a relaxing summer vacation may be the pot of gold at the end of the frozen rainbow!

Learn 5 ways to help you budget your well deserved summer vacation: https://sunrisewealth.ca/2025/02/budgeting-for-your-long-awaited-summer-vacation/

05/18/2026

Time for a Weekly Wealth Tip: Understand your coverage needs

Life insurance is just one piece of the financial puzzle. Make sure you consider other monthly payments when looking at premiums.

Interested in purchasing life insurance? Contact one of our Sunrise Wealth Advisors today https://sunrisewealth.ca/contact-us/

05/12/2026

We’re excited to welcome Trisha Phinney as the new Director of Sunrise Wealth Management!

Trisha brings a wealth of experience, leadership, and dedication to helping clients achieve their financial goals. Her passion for building strong relationships and delivering thoughtful guidance makes her a tremendous addition to our team.

Please join us in welcoming Trisha to the Sunrise Wealth Management family!

05/11/2026

Time for a Weekly Wealth Tip: Designate beneficiaries for your accounts

Naming beneficiaries for certain accounts allows the assets to pass outside of probate, ensuring quicker access for your loved ones.

Want to learn more about designating beneficiaries for your accounts? Connect with a Sunrise Wealth Advisor today https://sunrisewealth.ca/contact-us/

05/09/2026

Do you know all the benefits of Term Life Insurance?

Swipe to see the different benefits that Term Life Insurance brings over Bank's Mortgage Insurance.

Book an appointment with a Sunrise Wealth Advisor today to discuss your insurance coverage options https://sunrisewealth.ca/contact-us/

05/04/2026

Congratulations to the winner of our Oak Island Resort & Golf Giveaway - Vicki Renwick!

Vicki will be enjoying two rounds of 18-holes with a cart, as well as lunch at the clubhouse.

Enjoy your Golf Getaway, Vicki! Thank you for working with Sunrise Wealth Management.

05/04/2026

Time for a Weekly Wealth Tip: Choose the right policy type

Know the benefits and the differences between Term and Permanent life insurance to determine what best fits your coverage needs.

Want to learn more about life insurance options? Visit our website or contact a Sunrise Wealth Advisor! https://sunrisewealth.ca/insurance/

04/30/2026

With Term Life Insurance, most Canadians will end up paying less!

Unlike Creditor Life Insurance, Term Life Insurance is fully underwritten upfront so most Canadians will end up paying less.

Book an appointment with a Sunrise Wealth Advisor today to discuss your insurance coverage options https://sunrisewealth.ca/contact-us/