Innovation Credit Union is already known for our competitive investments such as term deposits, RRSP products, and Tax Free Savings Accounts. But did you know that we also offer an investment and planning area?
Our wealth management professionals offer knowledgeable guidance in:
- Financial Planning
- Estate Planning
- Full-Service Brokerage Services through our partnership with Credential Securities Inc.®
- Online Trading through our partnership with Credential Direct®
- Mutual Fund Services through our partnership with Credential Asset Management®
Innovation Credit Union and our wealth management area offer outstanding personalized service and dedication to investment and planning excellence. Trust, confidentiality, and integrity are cornerstones of our practice. Our commitment to every member/client is:
- earning your trust by acting with honesty, integrity, and in your best interests at all times;
- providing peace of mind by offering a consistently high level of professional financial advice;
- maintaining an asset allocation that achieves your financial goals with an acceptable risk/reward ratio using a wide range of investment choices; and
- working with you as your full-time, personal financial expert.
In the financial services industry, we have seen a wide variety of situations requiring carefully thought out solutions. We realize that financial success means different things to different people, yet it is always tied to a sense of financial well-being. If you have wealth, financial well-being means preserving your assets and ensuring their growth against an uncertain future. If you are in the process of building wealth, every opportunity for long-term growth will be important to you. Innovation Credit Union and our wealth management professionals believe in educating our clients to ensure they understand these opportunities and the resulting recommendations we make for them.
Financial success is a long term proposition, and to succeed, you must be able to trust the advice you receive along the way — trust that is based on performance, service, and professionalism. We believe that performance is measured by more than just results. Performance means taking the time to understand and evaluate your individual situation to ensure the result fits your needs. It means delivering objective advice at every opportunity. Financial advice demands the same professional standards and conduct you expect from your doctor or lawyer – discretion, thoroughness, and an unwavering concern for your well-being.
Want wealth? It begins with a conversation. We look forward to speaking with you today!