Wealth Services

All it takes to get started is the decision to start saving. No matter where you are
in your savings journey or what your goals might be, we can help.


Tools

When it comes to money, having the right tools can give you the answers you’re looking for. How much do you need to save to buy a house? Or retire comfortably? What will it cost to send your kids to college? Our simple online tools can help. Go ahead. Check them out. You’ll be one step closer to your goal.

 

Tools

When it comes to money, having the right tools can give you the answers you’re looking for. How much do you need to save to buy a house? Or retire comfortably? What will it cost to send your kids to college? Our simple online tools can help. Go ahead. Check them out. You’ll be one step closer to your goal.

Prosperity Planning

Creating a road map for your future can seem overwhelming. But when the NCCU team is in your corner, it doesn’t have to be. We can help you make good decisions today and give you the advice you need to make future goals a reality. Plus, we’re friendly, easy to talk to and live by the promise to always do what’s best for you.

Registered Savings Products

These great products are all about taking care of the future and making the most of your money today:

Registered Retirement Savings Plan Registered Retirement Income Fund Registered Education Savings Plan Registered Disability Savings Plan Tax Free Savings Account

Investment Loans

Whether you need to start, top up or maximize your RRSP contributions, taking out an investment loan to help you do it is a smart idea. This ‘good debt’ not only saves you money today, it also increases your long-term financial growth and boosts your savings. With rates as low as prime and deferred repayment plans, it just makes good financial sense:

RRSP Take 10 Loan

About Credential

Credential Financial Inc. is a national wealth management provider that was founded by the Canadian credit union system. Credential Financial Inc. makes it possible for Canadian credit unions like NCCU to offer members an integrated range of products and services to meet their financial needs:

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We'll Come To You

If you can’t make it in to see us about investments, we will come to you, both during and after regular business hours. Whether it’s in our branch, a coffee shop or in the comfort of your home, we offer great advice, excellent products and a plan that will get you closer to your goals. Get in touch with us today for more information:

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Investing

Products that will work for you no matter what you need or what the size of your account may be:

Term Investments Index Linked Deposits Mutual Funds Credential Direct Online Trading