Investing with KCU
Whether you’re an experienced investor or considering diversifying your portfolio, we have several options for you
Invest with Khalsa
Personalized investing with a KCU Advisor
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.
A KCU Advisor:
- 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
Invest with Khalsa
Automated investing with VirtualWealth
An easy and convenient online service available for all members no matter your investing experience, use VirtualWealth to build your diversified portfolio. A type of robo-advisor, VirtualWealth uses specialized software to select investments for you based on your financial goals and how much you wish to invest.
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) optionsavailable
- Mobile app for tracking your investments
Invest with Khalsa
Online investing with Qtrade Investor
Take charge of your investments with Qtrade Investor, one of Canada’s best online brokers. Qtrade Investor can help you reach your financial goals by providing you with a secure and user-friendly trading platform.
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.
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.
Investment Options
KCU offers a comprehensive range of products and investment plans including RRSP, TFSA and RESP
Banking with Khalsa
Extended Hours
Select branches are open on Saturdays and Sundays, and until 8 pm on weekdays.
Free Chequing Account
Start with a free account that includes all the current digital banking tools.
Secure Mobile App
Download our app to manage your day-to-day banking from your smartphone.
Access 4000+ ATMs
Free deposits and withdrawals at over 4,000 Ding-Free ATMs across Canada
Contact Khalsa Credit Union
Email Us
We’ll reply within 2 hours during business hours, or the next business day after hours.
Book an Appointment
We’ll reply within 2 hours during business hours, or the next business day after hours.
Extended hours at select branches to help you
Mon-Fri 10:00 AM- 8:00 PM • Saturday 10:00 AM- 5:00 • Sunday 12:00 PM- 4:00 PM
Khalsa Credit Union
The name you can bank on
