Overview

Wouldn't it be great if the money you worked so hard for could return the favour? At Cornerstone Credit Union, we can help make that happen. We have Wealth Management Professionals who can help you with everything from investing to protection planning.

Wealth Services

If you're ready to start saving for the future, don't be put off by the term 'wealth'. At Cornerstone CU, we know everyone has to start building that nest egg sometime. Not only can we help you do this, we'll applaud you along the way as you reach your goals.
If you're already on your way, we can help you, too. We offer our members an exceptionally wide range of investment products and services. We'll give you access to a nationwide chain of experts to help you strengthen your investment portfolio and get you closer to your financial vision.
No matter where you sit in your wealth-building journey, you'll benefit from the skilled guidance of Industry professionals who truly put your needs first.
We provide access to:

 

• Financial planning
• Investment plannning
• Education planning
• Estate planning
• Wealth Protection planning
• Succession planning

For more information or to book an appointment with one of our Wealth Management Professionals, contact us.

Retirement

Building a strong investment strategy for your retirement is important, but there's more to it than that. It's also about envisioning how you want your retirement to look. Do you want to travel or stay put? Spend time with grandchildren or start a whole new career?
Whatever your retirement goals may be, we can help. We'll put together a Retirement Income Plan that puts your vision at the centre. We'll also help you see how to maximize your current income. After all, you need to enjoy your life right now as well.
We can help you with:

• long-term investment advice and planning
• RRSPs
• RRIFs
• RRSP loans
• TFSAs

For more information or to book an appointment with one of our Wealth Management Professionals, contact us.

Wealth Protection - Credential Financial Strategies Inc.

The Wealth Protection Specialists at Credential Financial Strategies Inc. can help you stay protected from the unexpected by offering a combination of protection and investment plans. They will work with you to assess your needs for debt coverage, income replacement, protection planning, discuss options for charitable giving and inheritances; as well as provide exit strategies for business owners and fund successions plans. It is never pleasant to think about the misfortunes in life, but the reality is that sometimes loss happens and illness occurs. With the right planning in place, you can ensure that you and your family won’t have to worry about financial burdens during a stressful time. Wealth Protection Specialists understand the need to protect you and your family. They would love to help you determine your goals and discuss your options

Investing

A lot of people shy away from investing because they believe that they need a lot of money to get started. At Cornerstone CU, this couldn't be farther from the truth. In fact, our investment specialists can get you going no matter how much you have to invest, where you happen to live or what your savings goals may be.
There's no one-size-fits-all investment strategy at Cornerstone. We do all we can to find the investment solutions that fit your goals and dreams. Then we help you map out a plan - with the right mix of investment solutions - to get you there.
We provide access to a wide range of:

• Term Deposits
• Registered Savings Products (RRSP, TFSA, RESP, RRIF, etc.)
• Stocks* and Bonds*
• Mutual Funds which include Ethical funds*
• Credential Direct® Online Trading*
• Labour Sponsored Funds **

** Labour Sponsored Investment Fund investments are speculative in nature and may not be suitable for all investors. Saskworks Venture Fund Inc. and Golden Opportunities Fund Inc. offer a 35% tax credit available to residents of Saskatchewan on investment amounts up to $5,000 per taxation year. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase. Redemption restrictions may apply.

Credential Financial Strategies

Credential Financial Inc. is a national wealth management provider that was founded by the Canadian credit union system for members like you. The Wealth Protection Specialists at Credential Financial Strategies Inc. can offer an integrated range of products and services to meet your financial needs and goals.

We're proud of our association with Credential Financial Strategies. This partnership strengthens our team, our credit union, our memberships and our communities by offering the very best in planning, investment and insurance products and services.

For more information or to book an appointment with one of our Credential Financial Strategies representatives, contact us.

Disclaimers

*Important Credential® Disclaimers and Disclosures