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Home»My life»Personal products & services»Investing»Investment products

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 Inc. Investment Advisors. They can recommend everything from mutual funds* and term deposits 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*

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. 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.

Term deposits/GICs

Term deposits and guaranteed investment certificates (GICs) 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.

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Ethical Funds and Ethical are registered marks owned by Northwest and Ethical Investments L.P. and are used under licence. Ethical Funds® are available only to Canadian residents.

**Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd., offering financial planning, life insurance and investments. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

Explore investment options

Call Servus at
187SERVUSCU
1.877.378.8728

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Exceptional service means bringing the right experts to the table

Through our partnerships, Servus gives you access to experts to help you with your financial plans.