A fully diversified portfolio requires a financial plan. Whether your account is non-registered, an RRSP, RRIF, TFSA, RESP, RDSP you have a variety of investment solutions. Through our partner Credential Securities, KCCU Wealth Solutions provides access to thousands of stocks, bonds, and mutual funds, to add value to your investment account, so that each plan can have the right mix of investments for your risk appetite and objectives.
The following products and services are available:
KCCU Wealth Solutions
- Segregated Funds
- Managed Funds (Mutual Funds, Funds of Funds)
- ETFs (Exchange Traded Funds)
- Common and Preferred Shares
- IPOs (Initial Public Offerings)
- Bonds & Debentures
- REITS (Real Estate Income Trusts)
- GICs (Guaranteed Investment Certificates)
- Index-Linked GICs
- Principal-Protected Notes
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.