Investment Planning

Grow Your Hard-Earned Money With a Personalized Investment Plan

No two people are alike.  That's why at FirstOntario we provide Members access to a full range of investments and services such as index-linked term deposits, term deposits with higher interest rates, mutual funds*, stocks*, and bonds*.  Members also have access to on-line trading through Credential Direct® - the highest rated on-line trading site in Canada.

 

Isn't it time you enjoyed personal investing advice that's actually personal?

As a credit union, our focus is completely on your financial health, so we offer you full service investing with knowledgeable advice tailored to your unique circumstances.  The FirstOntario line-up of investment products and services includes:

 

• Personal Investing Advice
• Credential® Select Portfolio Funds* which offer the simplicity of investing in one   mutual fund while giving you the benefits of investing in many funds
• Ethical Funds®
• Growth guaranteed investments such as term deposits, Premium Choice  Investment Certificates, our five-year Accelerator Term Deposit, and our Investment Savings Account
• On-line trading through Credential Direct
• Financial Planning
• Credential Securities Inc. - full service brokerage
• RESPs for your children or grandchildren's education
• RRIFs and RRSPs for your retirement

 

Full-Service Investing with Credential Securities Inc.

Investing Custom-Tailored to Your Unique Financial Goals

Credential Securities Inc. is a full-service investment dealer with an approach that is founded on the credit union tradition of service and integrity.  Credential Securities® understands that financial security, more than anything means peace of mind for you and your family.

Credential Securities® Investment Advisors are trained and licensed to create investment plans that are custom-tailored to help you meet your investment goals.  These professionals are licensed to advise you on investment options including Canadian and U.S. equities, bonds, treasury bills, mortgage-backed securities and more.

 

No matter what stage of life, a FirstOntario Investment Specialist or a Credential Investment Professional can help you develop a personal investing plan to meet your goals. 

 

To arrange for a NO FEE consultation call:

 
Hamilton Region Janine Grice, CFP 905-388-7296

    Hamilton Region Theresa Veniot, CFP 905-388-7296

Niagara Region Eileen Dunne, CFP 905-988-3562

 

You can also find valuable information and tools in our Learning Centre at the right. Here you can find information on investments and retirement, estate planning and useful calculators and tools.

 

 

 

**Mutual funds and other securities are offered through Credential Asset Management Inc. and mutual funds  and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., operating as a separate business unit.  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 fund 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 insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member - CIPF.

 

®Credential, Credential Direct and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.

 

Financial planning is provided by FirstOntario Credit Union; Credential Securities Inc. do not offer financial planning services.