Investment
Planning
To rise above the rest.
Your Credit Union
Has The Expertise To Help You Make Wise Choices
From the birth of a child,
to the purchase of your first home, to seeing your kids
through college to your retirement years, your credit union
offers complete investment planning services to see you
and your family happily through every stage of life.
Come in and talk to our Investment Advisor, who is there
to help you better understand the ins and outs of all
of your investments. We will help you set goals for the
future and review your portfolio with you on an annual
basis to make sure you're on track.
INVESTMENT PLANNING BENEFITS AND
FEATURES
- Expert advice - our Investment Advisor
is there for you. No commissions mean we only have
your best interests at heart.
- FREE consultations! This service is available
to all members FREE of charge.
- At your convenience! Call us and we'll book
an appointment that's convenient for you.
- Set clear goals! We'll help you develop a
strategic plan that works for you.
- Customized portfolio - You tell us what your
dreams are, we'll show you how to get there.
- Lots of options - your credit union has the
complete range of investment products and services for a
balanced portfolio.
- Best Possible REWARDS Rates on Term Deposits
– Up to 1% higher
- 3,000 Mutual Funds** available through Credential
Securities Inc. and Credential Asset Management Inc.
- Complimentary Investment Planning
** Mutual funds are offered
through Credential Asset Management Inc. and mutual
funds and other securities are offered through Credential
Securities Inc. Commissions, trailing commissions,
management fees and expenses all may be associated
with mutual fund investments. Please read the prospectus
before investing. Unless otherwise stated, cash balances,
mutual funds and other securities are not covered by
the Canada Deposit Insurance Corporation or by any
other government deposit insurer that issues deposits
in credit unions. Mutual funds and other securities
are not guaranteed, their values change frequently
and past performance may not be repeated. Credential
Securities Inc. is a Member – CIPF
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