Investing with KCU

Whether you’re an experienced investor or considering diversifying your portfolio, we have several options for you

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Personalized investing with a Credential Asset Management Inc Advisor at KCU

For a personal and proactive approach to managing your wealth, our KCU Advisors help you build a portfolio that aligns with your financial goals and risk tolerance.

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A Credential Asset Management Inc Advisor at KCU:

Understands your goals and appetite for risk
Matches an investment portfolio to your profile
Includes responsible investment options
Recommends investment portfolios managed by global fund managers

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Automated investing with Qtrade Guided Portfolio

An easy and convenient online service available for all members no matter your investing experience, use Qtrade Guided Portfolio to build your diversified portfolio. A type of robo-advisor, Qtrade Guided Portfolio uses specialized software to select investments for you based on your financial goals and how much you wish to invest.

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Key Features:

Invest your money in an expertly designed portfolio matched to your goals
Your portfolio is continuously monitored and rebalanced
Stay on track towards your financial goals
Socially Responsible Investing (SRI) options available
Mobile app for tracking your investments

Qtrade Guided Portfolio is a trade name of Credential Qtrade Securities Inc

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Online investing with Qtrade Direct Investing

Take charge of your investments with Qtrade Direct Investing, one of Canada’s best online brokers. Qtrade Direct Investing can help you reach your financial goals by providing you with a secure and user-friendly trading platform.

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Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth.

Key features:

Easy-to-use platform and powerful investment tools
Wide selection of investment options and research
Outstanding, quick and knowledgeable service
Planning and research tools to help you set goals and review portfolio
Clear and competitive pricing

Investment Strategy

A strong portfolio includes a diverse collection of investments

To weather the fluctuations of the market, it is important to have a portfolio that contains a mix of stocks, fixed income, and commodities. Mutual funds can be an effective way to diversify your investments and help you reach your long-term financial goals.

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Investment Advice

Pay yourself first

One of the key principles of personal finance is to pay yourself first. A part of every paycheque should be allocated to your investment portfolio prior to paying any other bills. By paying yourself first you are building your assets and allowing your savings to accumulate through dollar cost averaging. The sooner you begin, the longer you'll have for your savings to grow.

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Investment Options

KCU offers a comprehensive range of products and investment plans including RRSP, TFSA and RESP

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*Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.