Investing? Talk to someone that’s invested in you. At Beaubear Credit Union, we have access to a comprehensive range of investment products and services to suit your needs and the financial expertise to help achieve your savings goals. From saving for your golden years to saving for a rainy day, having a plan for your money is key. Whether you’re just beginning to save, or you are approaching retirement, we can help.

• 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 within Canada Qtrade Direct InvestingTM.

Resources

Want to learn more about saving and investing? We’ve got you covered with our Guide to Saving and Investing. Also, check out our helpful saving and retirement calculators.

Looking to set up a term deposit?

In as little as 5-10 minutes, you can apply for a term deposit through our digital channel without stepping foot in the branch. Member need to sign in to Online Banking to select account opening option. Not sure how to get started or need expert, honest advice? Our financial experts are here to help.

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*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
** 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 fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth.