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Financial Planning

We are committed to providing necessary guidance to provide you with what you need in order to take action. From strategic decisions to understanding what your next steps should be, we’re here to help you with any and all financial processes.

Our Services

At PlanWright Financial, we offer a vast array of services to meet each client’s needs.

About Us

PlanWright Financial was established in 2004 as a wholly-owned subsidiary of Encompass Credit Union. Created in response to our members’ requests for full financial services, PlanWright Financial offers financial planning, investment and insurance services to our members and to the general public.

Meet Our Team

Tim Parchewsky

Tim Parchewsky

Wealth Consultant, Credential Asset Management Inc.; Manager, PlanWright Financial Ltd.
Myla Large

Myla Large

Mutual Funds Investment Specialist, Credential Asset Management Inc.; Investment Specialist, PlanWright Financial Ltd.
Jess McEvoy

Jess McEvoy

Mutual Funds Investment Specialist, Credential Asset Management Inc.; Wealth Advisor, PlanWright Financial Ltd.

Insights & Information

Check out our Encompass Blog

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