Investing and Advice

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With over 80 years of experience helping Ontarians realize their life goals through smart financial planning, WFCU Credit Union’s wealth management division, Avanti Investment Services, in partnership with Credential Asset Management Inc., is highly qualified to assist you with your financial planning, investment portfolio, and wealth management needs.

Our Avanti Investment Services team, in partnership with Credential Asset Management Inc., with support from our partners, offers personalized service and is dedicated to working with you to define your goals and develop your investment portfolio through an extensive selection of products and services.

Whether you’re saving for your first home, planning for retirement, or protecting your estate, our team is here to help you achieve your financial goals – even in a challenging marketplace.

 NEI brochure

To help get you started on your investment journey, click here for a beginner’s guide to investing and building wealth

Mutual funds are offered through Credential Asset Management Inc.  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 insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.  Their values change frequently and past performance may not be repeated.

Eligible deposits in registered accounts have unlimited coverage through the Financial Services Regulatory Authority (FSRA).  Eligible deposits (not in registered accounts) are insured up to $250,000 through the Financial Services Regulatory Authority (FSRA).
For more information on deposit insurance, please click here.