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Investment plans

Investment plans to meet your goals

In today's world you need a solid investment strategy to help you meet your goals. Investment plans have features and benefits that go beyond growing your investment. Depending on the plan you choose, you may receive tax savings or deferral, or accompanying government grants as part of these plans.

Servus Credit Union can help you plan for retirement, education or whatever else you are saving for. We'll help you select from a combination of investment products to build plans that give you maximum benefit with risk you are comfortable with.

Registered Retirement Savings Plan RRSP

Registered Retirement Savings Plan (RRSP) products from Servus Credit Union offer a structured way to save for your retirement - deferring taxes and often helping you benefit from a tax refund.

Registered education savings plan RESP

Registered Education Savings Plans (RESPs) are a valuable investment tool in saving for a child's education.

Registered Retirement Income Fund RRIF

A Registered Retirement Income Fund (RRIF) is designed to provide you with retirement income from a matured RRSP.

Tax-free savings account TFSA

Putting your money in a tax-free savings account (TFSA) at Servus means you can invest without paying tax on the investment income you earn.

Pre-authorized Contribution Plans

Pre-authorized contribution (PAC) plans can help you save money, budget better or invest regularly in an easy and convenient way.

Registered Disability Savings Plan

Registered disability savings plans (RDSPs) can help you provide financial security for loved ones with disabilities.

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