OnCourse Portfolios is designed to offer all the components of successful investing and the benefits of a managed asset program in one simple solution.
OnCourse Portfolios are part of a managed asset program that features quality investment products offered exclusively to members of participating credit unions.
Made up of a selection of hand-picked mutual funds, OnCourse Portfolios are designed to meet a variety of investor needs.
To learn more about OnCourse Portfolios, visit OnCoursePortfolios.com/Servus.
Learn more about our investment products today
To find out more about our investing services, make an appointment at your local branch, or submit a request for information today.
*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 Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service 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. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada. 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.