Investing

      

Beaubear Credit Union provides access to a comprehensive range of investment products. The type of investment you choose will be affected by what your needs and goals are.

Beaubear Credit Union  offers a wide range of term deposit options.

Make sure you make an informed decision about your RRSPs by viewing our RRSP information and tools.

Investing in an RESP will assist your family to have more financial freedom to choose their future. Planning today for tomorrow is the smart way to realize your family’s education goals.

We understand that the selection of a RRIF depends entirely on your personal situation. That’s why with a Beaubear Credit Union  RRIF you can choose your own investments and change your payment amount from time to time.

Are you looking for investments that are environmentally friendly and socially responsible? Look no further. At Beaubear Credit Union  you will always have investment options to meet your specific financial and ethical criteria.

Financial Planning…financial services and solutions designed specifically for your lifestyle and life stage.

Term Deposits…provides a secure, worry-free investment for long term funds.

RRSPs…with careful long-term planning you can accumulate enough savings to enjoy retirement.

RRIFs…living well during your retirement means managing your retirement income wisely.

RESPs…prepare for your childrens pursuit of a higher education.

Mutual Funds…Mutual Funds* combine the benefits of diversification and professional management with being affordable to the average investors.

Online brokerage…trade anytime, anywhere with Credential Direct®

Account Agreement...information about the agreements governing your  CAM  Account and the fees and/or charges which may be applicable to your Account

If you have questions about mutual fund investments contact Bob Hillier, Wealth Consultant, at 506-622-9390 or email rhillier@beaubear.ca

 

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through 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 of the Canadian Investor Protection Fund.  ®Credential Direct  is a registered mark owned by Credential Financial Inc. and is used under licence.

 

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