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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 C.U. Member Assistance in Toronto at
(416) 314-6772 or from anywhere in Canada and Continental US toll-free
at 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. Worldsource Financial Management Inc., sponsoring mutual fund dealer. Additional products and services provided through Ontario Civil Service Credit Union Ltd. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will they be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.
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