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Investing with KCU

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

Invest at Khalsa

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.

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
Invest at Khalsa

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.

 

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

Invest at Khalsa

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
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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.
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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.  

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

info@khalsacredit.com

We’ll reply within 2 hours during business hours, or the next business day after hours.

Book an Appointment

Request appointment time

We’ll reply within 2 hours during business hours, or the next business day after hours.

Visit a Branch 

Find a branch/ATM

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