
Investing
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.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:
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Financial planning
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Investment planning
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Education planning
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Estate planning
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Wealth Protection planning
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Succession Planning
For more information or to book an appointment with one of our Wealth Management Professionals, contact us.
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:
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long-term investment advice and planning
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RRSPs
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RRIFs
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RRSP loans
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TFSAs
For more information or to book an appointment with one of our Wealth Management Professionals, contact us.
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*
- Qtrade Investor 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.
To learn more about how you can Thrive – check them out online!