Resources

 

Photo of spreadsheets and caculations    

At KCCU Wealth Solutions, our mission is to empower you with the knowledge and resources needed to enhance your financial literacy. We are committed to providing you with access to educational materials that will support you in navigating the complexities of personal finance in today's rapidly evolving world.

We understand the importance of staying informed and equipped to make sound financial decisions. That's why we continuously update our content to offer you the tools necessary to address your financial needs effectively.

By engaging with our materials, you can gain valuable insights, strategies, and tips to make informed choices about your finances. We are dedicated to supporting your journey towards financial well-being and are here to assist you every step of the way. Let KCCU Wealth Solutions be your partner in building a secure and prosperous financial future.

Video Library

April 8, 2024
Anne discusses Managing Investment Risk through Diversification with Global News, watch the video here.

March 22, 2024
Anne discusses Tax-Free Savings Accounts (TFSA) with Global News, watch the video here.

March 6, 2024
Anne discusses Fraud Prevention Month and investment scams with Global News, watch the video here.

February 23, 2020
Anne discusses why Insurance should be a part of your financial planning with Global News, watch the video here.

February 9, 2024
Anne talks about net worth and how to improve it with Global News, watch the video here.

January 26, 2024
Anne talks about RRSP season with Global News, watch the video here.

January 12, 2024
Anne discusses financial fitness with Global News, watch the video here.

November 17, 2023
Anne talks about the First Home Savings Account with Global News, watch the video here.

November 2, 2023
Anne discusses risk in your portfolio with Global News, watch the video here.

October 20, 2023
Anne talks about Registered Education Savings Plans with Global News, watch the video here.
 

Webinars

Man looking at video call on computer with headphones on

Check back here for recordings of webinars on various topics.

Aviso Experts Webinar - March 20th, 2024 First Home Savings Account
Summary Document 
Webinar Recording
(Use Passcode h?82L@r8)

Articles

TFSA Basics

2 days 14 hours ago
The tax-free savings account (TFSA) is a versatile general-purpose investing account. Like RRSPs and RESPs, the TFSA is a registered account that provides tax-sheltered earnings within the account. An added benefit is that TFSA withdrawals are not subject to tax. These are some of the key TFSA rules, features and advantages to be aware of.

TFSA Basics

2 days 14 hours ago
The tax-free savings account (TFSA) is a versatile general-purpose investing account. Like RRSPs and RESPs, the TFSA is a registered account that provides tax-sheltered earnings within the account. An added benefit is that TFSA withdrawals are not subject to tax. These are some of the key TFSA rules, features and advantages to be aware of.

TFSA Basics

2 days 14 hours ago
The tax-free savings account (TFSA) is a versatile general-purpose investing account. Like RRSPs and RESPs, the TFSA is a registered account that provides tax-sheltered earnings within the account. An added benefit is that TFSA withdrawals are not subject to tax. These are some of the key TFSA rules, features and advantages to be aware of.

TFSA Basics

2 days 14 hours ago
The tax-free savings account (TFSA) is a versatile general-purpose investing account. Like RRSPs and RESPs, the TFSA is a registered account that provides tax-sheltered earnings within the account. An added benefit is that TFSA withdrawals are not subject to tax. These are some of the key TFSA rules, features and advantages to be aware of.

KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. These reports are provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds and other securities. The views expressed are those of the author and not necessarily those of Aviso Insurance or Aviso Wealth.