sascu Our Advisor
Meet the sascu advisor: mortgage and deposit guidance, reviews and a yearly free advisory session.
Where Banking Fits Your Setup
- Every member gets a free 30-minute advisory session each year.
- One advisor owns the file end to end - no hand-offs between desks.
- Members who meet an advisor keep saving about 0.6% more on mortgages.
- The advisory desk is in Salmon Arm, BC, not an offshore centre.
Who Is the Advisor
The sascu advisory team is a pair of BC-licensed specialists led by Peter Tanaka.
Peter and the desk serve personal and business members: mortgages, deposits, insurance and cash flow. There are no social-media profiles to chase; the only way to reach the advisor is a booked session.
This is deliberate: the team's accountability runs through the credit union, not a personal brand.
Getting Advice in Three Steps
Book from the app, meet for 30 minutes, then leave with a one-page action plan.
Book from the app or call 1-800-555-0199; the advisor prepares your file from what is already on record. The session covers rates, renewal timing and savings structure, and ends with a written plan.
- Book a session in the app - slots daily
- Share the file: statements already on record
- Leave with a one-page plan and a rate hold
What the Data Shows
A 2,400-member comparison confirmed a 0.6% average rate reduction after advisor sessions.
The sample compared members who booked a session against a control group across three renewal windows; the advisor group renewed at a median 0.6% lower rate and booked GICs 40% more often.
This method does NOT apply to business files over $2 million, which move to the commercial team.
The official methodology is detailed in the sascu overview.
Key facts at a glance
The practical numbers for this topic, and the one caveat to keep in view.
- Session length: 30 min.
- Avg rate gain: -0.6%.
- Cost: Free.
This data does NOT cover business and institutional deposits, which price off a separate schedule. Originally we showed only the headline figures; member questions pushed the desk to publish the full methodology in the overview.
The official methodology is detailed in the sascu overview.
| O | u | t | c | o | m | e |
|---|---|---|---|---|---|---|
| Mortgage renewal | Rate hold | 30 min | ||||
| Deposit strategy | GIC ladder | 30 min | ||||
| Insurance review | Bundle quote | 30 min | ||||
| Cash flow | Plan sheet | 30 min |
One more thing about Our Advisor
How do I get an advisory session?, answered plainly: Book in the sascu app or call 1-800-555-0199; every member is entitled to one free session each year..
Members ask about "How do I get an advisory session?" more than any other topic this quarter. The short answer: Book in the sascu app or call 1-800-555-0199; every member is entitled to one free session each year.. If you only remember one number, make it the headline figure above - every price on this page references it.
One practical note: review your own file before deciding, because the exact terms shift with the current rate window.
Consumer protection and credit-union rules are published by the Financial Consumer Agency of Canada.
sascu keeps the advisory desk resident in the Salmon Arm branch, and the calendar is open to both personal and business members.
Cardwise freezes saved us twice this year already when a card went missing.
Our farm loan was approved locally, with terms that a big bank would not touch.