TFSA's

TFSA's

A Tax Free Savings Account or TFSA as it is commonly referred to, is a registered investment with the Government of Canada that allows you to earn tax free investment income.
RRSP

RRSP

Registered Retirement Savings Plan or RRSP as it is commonly referred to, is a registered investment with the Government of Canada that allows you to defer taxable income and interest earned in the investment, until the time you withdraw from your plan. 
RRIFs

RRIFs

Registered Retirement Income Funds or RRIF as they are often referred to, is a registered investment with the Government of Canada that allows you to convert your RRSP savings into an income investment that allows you to have a steady source of income upon retirement.
RESPs

RESPs

Registered Education Savings Plan, or RESP as it is commonly referred to, is a registered investment with the Government of Canada that allows you to save for a loved one’s post-secondary education costs while taking advantage of grants offered by the provincial and federal government. 

Wealth Management

Fun relaxing weekends don’t usually just happen, do they? Even a fun weekend of camping with the loved ones takes some serious planning- like organizing the tent, the boat, food, the cooler, sleeping bags, bug spray…..and the list goes on. When it comes to Wealth Management, consider it the planning required to secure your financial future. A qualified and certified financial advisor will work to develop a wealth management plan that gives you the freedom to make the financial choices you need and deserve during the weekends, weeks and years to come.

Serious preparation can help give you the freedom to make smart financial choices for your family’s future, your children’s education, your retirement, your estate, your assets and investments, and most importantly, the fun things in life.

At Bow Valley Credit Union, Wealth Management is offered through our partnership with Credential Qtrade Securities. With over 14 years’ experience, our licensed and certified Investment Advisor provides retirement and estate planning, insurance planning, and investment planning. With access to a wide range of investment and money management products, our Investment Advisor will take the time to understand your goals and objectives and tailor a wealth management plan that covers all aspects for a successful financial future.

Make an appointment

Rates

3 Year Rate Lifter

(Rates effective 2018-01-29)

 

All rates are subject to change without notice.

  • 1 Year 2.30%
  • 2 Year 2.60%
  • 3 Year 3.00%
  • Average if held to maturity 2.63%

Your branch

Canmore, Alberta

Tomorrow Closed
Branch details

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Marla Optimized
Canmore Branch Manager

Marla Schlachter

403-678-5549
mschlachter@bowvalleycu.com