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Business Investing

Strengthen Your Future

Explore strategies to keep your organization’s equity working harder for you through short and long term business investment solutions. We get to know you and your business first. Together, we’ll explore a diverse and comprehensive array of investing options and insights that will allow you to make business investment decisions with confidence. 

 

Our dedicated, experienced and knowledgeable teams offer solutions for all sizes of organizations - from single owners to growing businesses; commercial enterprises to not-for-profits. Access full-service professionally managed solutions, or planning support for a do-it-yourself approach. 

 

We can help you:
 

  • Maximize Earnings on Business Equity
  • Make Tax Efficient Investments
  • Invest Through Term Deposits, Mutual Funds, Stocks & Bonds or Exchange-Traded Funds
  • Invest through Treasury Deposits
  • Succession and Retirement Plan
  • Explore Group Savings Plans

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?Did You Know

Being a member pays! Over $14 Million in dividends are now being shared with our member-owners. It's what sets us apart from banks. Interested in making common shares a bigger part of your investment strategy? It's easy.

 

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FINANCIAL PLAN CONSULTATION

Make the most of your investments with a specialized consultation.

  • Identify your goals and values
  • Assess risk tolerance
  • Allocate assets
  • Select investments
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RETIREMENT COUNSELING

Sail smoothly through retirement with the proper planning and preparation.

  • Assess your retirement needs
  • Design a plan to meet your financial and personal goals
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Estate PLANNING

Transfer the knowledge of your business, your skills, and your passion with a plan that will secure the legacy you’ve worked for your entire life.

  • Protect your wealth
  • Maximize wealth distribution
  • Minimize taxes
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The Legal Stuff:

*Terms and conditions apply. All rates and products are subject to change without notice. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. ®Credential is a registered mark owned by Aviso Wealth Inc.. Chinook Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Chinook Wealth Management are used under licence by Credential Financial Strategies Inc. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you. All trademarks are the property of their respective owners. Legal Terms of Use apply.