Resources

 

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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

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

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Check back here for recordings of webinars on various topics.
 

KCCU Wealth Solutions is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trademark(s) of KCCU Wealth Solutions are used under licence by Credential Financial Strategies Inc. Mutual Funds, other securities, and securities-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. The information contained in these reports was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. 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 or other securities. The views expressed are those of the author and not necessarily those of Credential Financial Strategies Inc. or Credential Securities.