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) 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 Plans (RESPs) are a valuable investment tool in saving for a child's education
A Registered Retirement Income Fund (RRIF) is designed to provide you with retirement income from a matured RRSP.
A Tax-Free Savings Account (TFSA) from Servus Credit Union lets you invest up to $10,000 per year starting in 2015 ($5,500 for 2013 and 2014; $5,000 for 2009, 2010, 2011 and 2012) without paying tax on the interest you earn.
Pre-authorized contribution (PAC) plans can help you save money, budget better or invest regularly in an easy and convenient way.
Registered disability savings plans (RDSPs) can help you provide financial security for loved ones with disabilities.