Business Investments

Create an investment plan to target your unique business goals;

let your surplus funds work for you

Term Investments (GICs)

Choose from flexible short-term options- to fixed, long-term guaranteed competitive rate options for your business investment requirements with ability to customize to match cash flow requirements or business strategies 

Locked in or cashable options

• Know your deposits are 100% guaranteed.

 The money you put in and the interest earned is safe and secure—up to any dollar amount backed by the Credit Union Deposit Guarantee Corporation

Mutual Funds

Choose from a wide range of professionally managed mutual funds.
Get benefits of working with a Mutual Fund Representative to find the type of funds or portfolio that fit the financial goals of your business. 

Contact us today to find out more.

Self-Directed Online
Business Investing

Invest yourself with the power of Qtrade Direct Investing .
Whether you are new to online investing or an experienced investor, Qtrade Direct Investing provides you with the tools and support you need to help you to succeed in your online business investing.  

Help your Employees save for the future


Group Retirement Savings Plan (RSP)
A Group RSP is an easy, affordable, and flexible way to attract and retain key employees.
  • a Group RSP is a collection of individual employee RSP accounts set up through your employer
  • employers arrange automatic payroll deductions for employees that want to contribute
  • the employees own their own account(s), choose how much to invest and what to invest
  • highly, flexible range of investment options are available to employees under a Group RSP or Spousal RSP

Your unique wealth personality drives

more in-depth wealth advice 

Want to learn more about our investment products and services?
Simply submit this request for investing information form directly to us by selecting link below. 
Our advisors will contact you directly with trusted investment advice so you can make informed decisions based on your unique financial goals.  
Mutual funds are offered through Credential Asset Management 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, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently  and past performance may not be repeated.

Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.  Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities
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