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Financial Wellness

How are you doing?

This is an everyday question what we generally link to our physical or mental well-being. At Synergy, we understand those important parts of your life can be impacted by your financial health.

It is a good idea to evaluate your financial situation regularly. You can check your financial wellness score and see if you’re on the right track in only a few minutes. After answering a few simple questions you will get a sense of where you are and if you are in the position you want to be.

If you have any questions about your results, or if it spurs any thoughts, we encourage you to reach out to a Synergy expert. We can work together to help find solutions that make sense for you.

  

Check your financial wellness score today.

Win a $300 Wellness Package


We always like to have fun at Synergy.

Once you have checked your financial wellness score, and after you've received your confidential results, you can select to securely share them with Synergy. If you choose to do so, you will be entered for a chance to win one of four wellness gift packages valued at $300 each. The prize can be put towards time (in person or virtually) with a personal trainer or with a certified life coach (offering life balance, self-care and development coaching).

What will we do with the survey results?
    • Individual results will never be shared publicly.
    • If you elect to share your results they will be shared with a Synergy expert. Sharing your results could help to confidentially inform a Synergy expert with ways that they can help you with your financial journey now or in the future. When you meet with a Synergy expert, or if you indicate that you would like for a Synergy representative to contact you, our expert will review your results to help inform the conversation.
    • If you elect to complete the survey, but not share your name or submit your results to Synergy, the anonymous results will be shared with Synergy.
    • All results will help to inform the overall financial wellness of the communities of which we serve.

Congratulations to our winners!

February 15 - Joel Klamot
March 15 - Michael Weber
April 15 - (to be announced)
May 17 - (to be announced)
Member Wellness Contest

GENERAL INFORMATION

Credit Union: Synergy Credit Union
Address: 101 - 4908 42 Street Lloydminster, SK S9V 0E5
Phone: 1-866-825-3301
Email: webmail@synergycu.ca
Website: www.synergycu.ca


CONTEST DESCRIPTION and OUTLINE

If an individual submits their final results through the secure portal of the financial wellness survey they are entered for a chance to win one of four (4) monthly draws valued at $300.00 CAD for a wellness package that consists of their choice of either time with a certified personal trainer*, or time with a certified life coach* (offering such things as life balance, self-care and development coaching).

The individuals’ name will remain in the draw for the duration of the contest period. When a winner* is selected, they will no longer be eligible for remaining draws. A Synergy Credit Union representative will attempt to contact the winner three (3) times. If contact is not successful, the name drawn is forfeit for that month and returned into the draw at which time a new winner will be selected.

The winner will work with a representative of Synergy Credit Union to facilitate payment to their choice of whom they would like for a personal trainer or life coach. Payment will be forwarded to the personal trainer or life coach upon receipt of verification of their credentials. Payments must be processed no later than October 1, 2021.

Contest period: 12:01 am MST January 15, 2021 to 11:59 pm MST May 15, 2021
Draw dates: February 15, 2021, March 15, 2021, April 15, 2021 and May 17, 2021

* The winner:
    • cannot be or live in the same household as a Synergy Credit Union staff member or a member of the Board of Directors,
    • does not have to be a current member of Synergy Credit Union,
    • must be a Canadian resident.

* The personal trainer or life coach:

    • must be certified,
    • must be Canadian residents, operating and providing service in Canada.


CONSENT

When entering this contest, contestants agree to:
    • Granting permission for Synergy Credit Union to publish the winner’s name and/or photograph as it sees fit without remuneration for Synergy’s website, digital banking application, social media accounts, print materials, advertising, in branch use or posters.
    • In giving this consent, I release Synergy Credit Union, their nominees and designees from any and all liability for any violation of any personal or proprietary right I may have in connection with such sale, reproduction or use. I certify that I am of legal age and consent and have the legal authority to execute this consent and release. I approve the foregoing and waive any rights in the premises.
    • I understand that this consent is in addition to, and not in substitution for, any other consent, express or implied, which I have given Synergy Credit Union to collect, use and disclose my personal information. This consent may be withdrawn by contacting Synergy Credit Union using the information above.
    • If I withdraw consent, I acknowledge that existing publications will not be withdrawn from circulation.
    • Personal information held by Synergy Credit Union will be retained and destroyed in accordance with Synergy Credit Union’s retention of records policies and privacy legislation.

Value of a Financial Coach
Your coach becomes an integral part of getting to where you want to be by not only helping you chart the course, but by also holding you accountable.
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