We C.U. for Mutual Funds (Registered and Non-Registered).
The Credit Union and WorldSource Financial Management Inc. have partnered to provide you with access to over 2,700 different funds from over 50 recognized mutual fund companies.
If you haven't had a chance to explore The Credit Union's investment services, now is the perfect time.
A Financial Advisor from The Credit Union can get you started by explaining all of your options, creating a customized portfolio that you're comfortable with and answering any questions you may have. Remember, you can start small: As little as $500 to $1000 is required, depending on the fund. You can even make regular contributions of as little as $50 a month.
If you already have an investment portfolio, The Credit Union will review your current portfolio statements with you, do a comparison on what you've got and what you could have and make suggestions about how you can improve the overall performance of your investments.
Remember, banks offer only a limited number of their own funds. They see numbers. They don’t C.U.
Consultation services are easy to arrange and always complimentary. And as a member of The Credit Union, you have the extra advantage of consistent, long-term service from people who know you, understand you, and care about your financial well-being. Our staff don’t work on commission,. so you can be sure we always have your best interests in mind.
Contact Member Assistance in Toronto at
(416) 314-6772 or from anywhere in Canada and Continental US toll-free
Disclaimer: Commissions, trailing
commissions, management fees and expenses all may be associated with
mutual fund investments. Please read the simplified prospectus before
investing. Mutual funds are not guaranteed and are not covered by the
Canada Deposit Insurance Corporation or by any other government deposit
insurer. There can be no assurances that the fund will be able to maintain
its net asset value per security at a constant amount or that the full
amount of your investment in the fund will be returned to you. Fund
values change frequently and past performance may not be repeated.