Full Service Brokerage

Full service brokerages allow you to invest in products that fit your lifestyle and comfort level. A wide range of products are available, such as: stocks, bonds, money market products, income trusts, mutual funds or third party GICs. An array of stocks and bonds are available in the form of publicly traded stocks on Canadian and US exchanges, government and corporate bonds, Income trusts and preferred shares. The services of a broker allow you to choose investments with the assistance of an investment advisor.

Credential Securities

Credential Securities is a full service brokerage that is at the Biggar and District Credit Union. Credential Securities Investment Advisors are trained to provide exceptional service through the Credit Union tradition of service and integrity.

Your Credential Securities Investment Advisor accesses some of the foremost research available in selection of investments. These highly qualified professionals can recommend an investment solution from our comprehensive line of products and offer Credit Union members trusted advice.

Financial Planning is also available through Credential Securities at Biggar & District Credit Union. A financial plan will allow you to determine your goals in the short-term and long-term. It provides suggestions to meet or keep on track of your goals whether they are retirement or purchasing that cabin on the lake you always wanted. A financial plan covers topics like retirement financing, estate planning, insurance needs and education/family savings.

Full Service Brokerage* - Biggar and District Credit Union

*Mutual Funds, Financial Planning and other securities are offered through Credential Securities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. unless otherwise stated, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a Member of the Canadian Investor Protection Fund. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under license.

 

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