Everything you need in one, straightforward solution.
OnCourse Portfolios 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 from two award-winning asset management firms, OnCourse Portfolios are designed to meet a variety of investor needs.
To learn more about OnCourse Portfolios, visit OnCoursePortfolios.com/Servus
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To find out more about our investing services, make an appointment at your local branch, or submit a request for information today.
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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. OnCourse 2011 08 004
Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.