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Investment Planning
Why do I need an Investment Plan? An Investment Plan can provide income and growth throughout your financial life. It can be tailored to suit your financial needs and goals. You can choose from a variety of investment products based on specific risk tolerances, time frames, tax circumstances and income requirements. What is involved in an Investment Plan? It’s quite simple really! An Investment Plan starts with you deciding what your specific goals are. Whether your goal is to save for retirement, reduce taxes or buy a vacation home, we will work with you to design an investment portfolio that best meets your personal goals. What type of investment products does Unity Credit Union have access to?
For more information, contact: Scott Smith, CFP at 306-228-4515 Ext. 231 or email scott.smith@unity.cu.sk.ca Or Credential Financial Strategies Inc. *Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by 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 – CIPF. ®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
© Copyright Unity Credit Union - Saskatchewan, Canada. |
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