What We Do
Don't save what is left after Spending; spend what is left after Saving.
Warren Buffett
Products & Services
We offer our members access to a full array of investment vehicles including:
- Stocks
- Exchange Traded Funds – ETFs
- Bonds
- Guaranteed Investment Certificates – GICs
- Mutual Funds
Our dedicated team of advisors will help you create an investment strategy to match your financial goals, aligning it with your risk tolerance, and supporting you on your journey to building wealth and achieving financial comfort. We also have a strong and dedicated support team within UCU Limited and at Credential Qtrade Securities Inc. and Credential Asset Management Inc.
Financial Planning & Investment Strategies
While we should all manage our finances to the best of our abilities, often we are not experts in everything. At UCU, our investment professionals have completed a number of stringent requirements in order to earn various professional designations, such as CERTIFIED FINANCIAL PLANNER CFP® and Chartered Investment Manager CIM®. At UCU we can help you build a plan and execute a strategy that will make the most of your financial resources.
Financial Planning includes:
- Investment planning
- Tax planning
- Education planning
- Risk management
- Retirement planning
- Estate planning
The following five stages of the planning process are essential to your success:
- Set financial and life goals
- Gather and analyze information
- Create a strategy and plan
- Implement it
- Review to keep it on track
Investment professionals at UCU can help
you put a strategy together and execute
your plan.
Financial security through sound professional advice
Our approach to wealth management is founded on the credit union tradition of service and integrity. We understand that financial security, more than anything, means peace of mind for you and your family. That’s why your needs and your circumstances are foremost as we help you shape your financial future. You’ll see steady progress towards your personal objectives and your investment professional will be there to guide you every step of the way.
The universe of investment options is large, and growing larger all the time. More than ever, you need sound professional advice to help you set an investment strategy to grow your wealth. Our investment professionals are trained to conduct a thorough analysis of your current financial position, evaluate your savings, identify your needs and set an investment strategy to achieve your goals.