Let's make a plan

At KCCU we have loans/investment specialists who can go over your budget with you and suggest ways to save for retirement that fit your budget and make sense for your specific financial situation and long term goals. We also want to make sure the investment you choose is right for you. But first we need to find out a little about you , so we can offer you the right plan and the right investment over the right amount of time. Even if you owe money, we advise that you also put some money aside every month.

Ways to save:

• Automatic transfer
• Transfer in of an RRSP or a Pension (T2033, T2151)
• Payroll deduction
• Pre-authorized debit
• Lump sum contributions
• Different types of investments (PAC, monthly, Term Deposits/GICs, TFSA, RRSP, RRIF, RESP, Mutual funds*)
• Investment or RRSP Loans, Lines of Credit

Contact your branch today by email or by calling your nearest branch of KCCU.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.