Wealth Management

At Bow Valley Credit Union, we take great care in helping our members achieve their investment and retirement needs. We strive to provide sound investment advice that is best suited to the individual needs of our members. Whether you want to begin saving for your first home, plan for your children’s education or ensure a financially secure retirement, we are here for you. Bow Valley Credit Union offers our members individualized solutions to help grow, preserve and dispense their assets. We work closely with each member to determine financial goals and recommend suitable solutions to reach those goals.

Retirement Counseling

Stroll into retirement by taking time to properly prepare a strategy. We help our members assess their retirement options and design an arrangement that meets their financial and personal goals. We also offer investment options that will work hard for you so you can get on with an important aspect of life…enjoying it!

Portfolio Consultation

At Bow Valley Credit Union, we recognize that there may be times when you need help making the most of your investments. That’s why we offer specialized consultations to meet your specific needs. We work with our members to identify goals and values, assess risk tolerance, allocate assets and select the best investments. We recognize that life changes, as do markets and so we monitor your portfolio to ensure that it reflects your goals and needs.
Bow Valley Credit Union is pleased to provide access to the services of Credential Securities Inc.

Whether you are a novice or an experienced individual looking to improve your portfolio, our ®Credential Securities Investment Advisor, will provide the time, service and sound advice needed to tailor an approach to meet your investment needs and objectives. As a salaried employee, our ®Credential Securities Investment Advisor is in a position to provide you with objective, professional advice without the pressure of a commission-based advisor, and without the restrictions of a single-company representative.

We provide analysis to help you develop an investment strategy that includes the design of your investment and retirement portfolio. We can help with your choice of investment, including:

  • over 3000 mutual funds*
  • federal, provincial and municipal government bonds as well as corporate bonds*
  • strip coupon bonds as residuals*
  • a variety of term deposits
  • exchange traded funds*
  • treasury bills and other money market investments*
  • stocks*
  • managed account referrals

*Mutual funds and other securities are offered through Credential Securities 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 funds and other securities 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. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.  ®Credential Securities and Credential are registered marks owned by Credential Financial Inc. and are used under licence.

 

 

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