Take your investments to a new level
Investing can be complex, but we’ve brought in the pros. Combining the benefits of diversification with professional portfolio management, mutual funds are a perfect way to grow your long-term savings.
Key benefits:
- Reach your long-term financial goals
- Diversify your investments to weather market ups and downs
- Tailor a plan to suit your investment needs and preferences
- Add to your RRSP and other registered plans
- Benefit from professionally managed funds
Key features:
- Work with CU Financial Management (CUFM) mutual funds specialists
- Enjoy wide range of funds to choose from, including responsible investment options
- Get regular statements to keep you informed about your investments
- Develop personalized strategies with ongoing advice
Registered plans
Grow your money over the long-term
Take advantage of tax and other benefits by adding mutual funds to these registered plans and accounts:
- Registered Retirement Savings Plan (RRSP)
- Tax-free Savings Account (TFSA)
- Registered Education Savings Plan (RESP)
- Registered Retirement Income Fund (RRIF)
Start saving smarter with these options
Socially Responsible Investments
Our socially responsible investing portfolio options put your money where it can do good for you, and the world.
Saving & retirement tips
Long-term goals need long-term plans
From school to retirement and all the life steps in between, here are some tips and tricks to get you started on your saving and investing strategy.
Saving & investing
First Timer’s Guide to Saving & Investing
With saving, you’ve got to start somewhere–and every penny counts. Untangle all the acronyms and find the perfect plan to help you reach your goals.
Retirement
First Timer’s Guide to Retirement
There’s no better time to start saving than now. You work hard and deserve to enjoy retirement comfortably. Find out how to make it happen.
Financial
How to build a financial plan
Building a roadmap to meet your financial goals? This article breaks it down. When you're ready, you can connect with our financial experts and start .
Do-it-yourself investing
Invest with confidence with the latest digital tools
Enjoy the flexibility of on-demand, convenient investment options and advice in the palm of your hand.
- Qtrade Direct Investing™: Buy and sell your own stocks, bonds, mutual funds, and ETFs with low trading fees to build your portfolio.
- Qtrade Guided Portfolios: A fully automated investment platform that takes into consideration your goals, timeline, and risk tolerance.
Members can count on me to be there when making important financial decisions. I am here to guide and educate you.
Investment advice
Work with a financial advisor like Anastasiya Kamzeev
An investment advisor can help you make sense of investing, find the right stream for you, and get your portfolio off the ground.
- Get started with term deposits
- Find the best options for your needs
- Develop personalized strategies with ongoing advice
