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Investing

We see investment growth potential in all of our members.

At Servus, it doesn’t matter if you’ve just started dreaming of the future or you’ve been planning for years. Your dream is our dream, and we’ll help you make it reality.

We have products and services for every type of investor and every dollar amount. Need a guiding hand? We’ve got experts who’ll tailor a plan that’s right for you and help you every step along the way. Like to do it yourself? Check out our online brokerage.

*Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds and Registered Disability Savings Plans are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Direct® is a division of Credential Securities Inc., and operates as a separate business unit. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada.

Investment plans

We provide investment plans with features and benefits that go beyond growing your investment by helping you reach your financial goals.

Investment products

Working with our partners, we can help bring your dreams a little closer with access to a wide range of investment products.

Full service brokerage

Providing full service means bringing the right experts to the table. Through our partner Credential Securities Inc., we offer the services of investment advisors who will take time to know you and give you expert advice for reaching your goals.

Online brokerage

If you have been postponing online trading because you're not sure what to expect, relax. Trading with Credential Direct® is fast and simple with very low cost.

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