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Investing & Financial Planning

Saving is about more than just retirement. It’s about knowing your goals, and reaching for your dreams - whatever those may be. We believe that sound financial planning requires an honest conversation and open relationship. Our teams are here to help you build a comprehensive and flexible plan that helps you reach your goals today and your dreams for tomorrow.


With a diverse and comprehensive array of investing options, we’ll provide you with the support you need to make investment decisions with confidence. Whether you’re investing for retirement or for other financial goals, it's important to know what kind of investor you are. Book an appointment today to explore your tolerance for risk, your timeline and the level of involvement that you want in your investment decisions. 

 

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?Did You Know

Our success is your success. Last year, our awesome member-owners enjoyed $11.5 Million in dividends. Every member receives dividends for their investment and common shares! Interested in making common shares part of your investment strategy? It’s easy.

 

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See how we can get you closer to your dreams. 

Investing & Financial Planning Products

Wealth Management

Your needs as a seasoned investor or institution require in-depth understanding, care and a relentless focus on delivering expert counsel you can be confident in to deliver the results you need. You deserve the confidence that your established wealth is working hard for you.

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Online Investing

We’ve partnered with an online brokerage offered through Credential Direct® a division of Credential Securities Inc. to provide you with online investing options.

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COMMON SHARES

Increase your shares and earn a reliable dividend. Investing in your credit union diversifies your investment portfolio while supporting your community.


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RETIREMENT SAVINGS PLAN (RSPS)

Explore how RSPs can fit into your savings future and save on taxes. See if consolidating debt can help free up funds to save more, or explore the opportunities an RRSP Loan or Line of Credit can offer. Have our experienced teams help you ensure that opportunities for tax savings aren’t missed!

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TAX-FREE SAVINGS ACCOUNTS (TFSA)

Earn investment income tax-free through this registered account. Unlike an RSP or RESP, a TFSA can help you save for any purpose. Regardless of your age, there are no restrictions on the way the funds in the account are used. And you'll never be taxed on your investment income, even when withdrawn. Compare the differences between RSPs and TFSAs to find the right balance for you.

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EDUCATION SAVINGS PLANS (RESPS)

Save for your child’s education and receive government contributions with this registered account. The income earned within the plan is not taxed until it's withdrawn.

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TERM DEPOSITS (GICS)

Invest with the certainty of a fixed interest rate and returns. Choose a timeframe, deposit your money, and get a known outcome with a Term Deposit. And get a rock solid 100% Deposit & Interest Guarantee* on all of your invested capital and investment income, without limit.

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RETIREMENT INCOME FUND (RIF)

Know your options when it comes to planning your retirement income, and how you can continue growing your RSP, tax free after the age of 71 by transferring your RSPs into RIFs.

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REGISTERED DISABILITY SAVINGS PLANS (RDSPS)

Contribute to a savings plan to secure long term financial security of someone who is eligible for the Disability Tax Credit.

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The Legal Stuff:

*Terms and conditions apply. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. Online brokerage is offered through Credential Direct® a division of Credential Securities Inc., operating as a separate business unit. 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 Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Direct® is a registered mark owned by Credential Financial Inc. and is used under licence. All trademarks are the property of their respective owners. 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.  Legal Terms of Use apply.