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Investment products

Investment products to suit your life

Servus Credit Union, working with our partners, can help bring your dreams a little closer. We can give you access to a wide range of investment products so you can feel comfortable about your investment options.

We'll match your financial interests with the perfect investment products through our Credential Asset Management Inc. Mutual Funds Investment Specialists and Credential Securities Investment Advisors. They can recommend everything from mutual funds* and GICs to stocks* and bonds.*

We can also offer you access to life annuities and segregated funds through our partnership with Servus Wealth Strategies.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

Mutual funds

With over 3,000 brand name mutual funds* to choose from, our expert research and solid money management can help you make the best choice.

OnCourse Portfolios

OnCourse Portfolios offer all the components of successful investing and the benefits of a managed asset program in one simple solution.

GICs

Guaranteed investment certificates (GICs) and term deposits offer a safe and secure way to guarantee your deposit and obtain steady growth.

Stocks

When you purchase stocks*, you own a proportional piece, or a share, of a company's assets.

Bonds

With bond* investments, you're lending the bond issuer your money. When your bond matures you get the principal plus interest earned over a set period of time.

Life annuities

You may want to consider annuities if you'd like to know exactly what income to expect during your retirement.

Segregated funds

Segregated funds are similar in structure to mutual funds but have a guarantee that protects the principal.

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