Investing in stocks, bonds, and mutual funds

As an investor, you want the best for your money.  As your credit union, we do too. 

We know it’s important to make good decisions with your money. And to work with someone who takes it as seriously as you do. So talk to one of our Credential Securities Inc. Investment Advisors. They’ll give you all the help you need investing in:

  • Stocks, bonds, mutual funds
  • Preferred shares & income trusts
  • T-bills, GIC’s and money market
  • Retirement plans
  • Retirement income portfolios
  • RRSP, TFSA, RRIF, margin and non-registered accounts
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Work with our experts

Credential Securities® is the credit union system’s full service brokerage. It’s an investment company created by, owned by, and found in credit unions from coast to coast. That’s why, in true co-operative spirit, it has a name that represents ALL credit unions, not just ours.

Each Credential Securities Investment Advisor here at Shaunavon Credit Union is still hired by, and an employee of our credit union. They’re just licensed to sell investments to you through Credential Securities.

This means you get the best of both worlds — the same commitment to service and your local community you expect from Shaunavon Credit Union, plus the knowledge, expertise, and product selection of a national wealth company. An investment company that’s 100% dedicated to credit union members.

On your terms

Your Investment Advisor will work with you on your terms, too. They’re here to take a big picture look at where you’re at today and to help you invest in a portfolio that gets you where you need to be tomorrow. They can help you find the answer to tough questions like how much you’ll need to retire, how long your money will last, and which investments are really right for you.

But, our Credential Securities Investment Advisors are also here if you’re just looking for a second opinion, or need help making a trade.

Here at Shaunavon Credit Union

Stop by the investment area of one of our branches today and put your investments in the capable hands of an Investment Advisor.

Get the good investment advice you’ve been looking for. Right here at Shaunavon Credit Union.
 
 
 
Mutual funds and other securities are offered through Credential Securities Inc. 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 funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member – Canadian Investor Protection Fund. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.