Wealth Management Group > Financial & Investment Planning
Most people don't plan to fail, they fail to plan!
At SASCU, our team of talented and experienced personal financial advisors are here to work with you. Whether you are just starting to plan, already saving or near retirement, SASCU Wealth Management Group has options for you.
Products offered:
- Stocks and Bonds*
- Mutual Funds*
- Annuities & Segregated Funds*
- Guaranteed Investment Certificates (GIC’s), Patronage Rebate eligible
- Life Income Funds
- Registered Retirement Savings Plan (RRSP) individual and group
- Registered Retirement Income Funds (RRIF)
- Registered Education Savings Plan (RESP)
- Online Investment with Qtrade Investor**
- Insurance
Services offered by SASCU Wealth Management Group:
- Investment Planning and Private Asset Management services
- Financial Planning
- Retirement & Estate Planning
- Education Planning
- Portfolio Consultation
* Mutual
Funds are offered through Qtrade Asset Management Inc. and Qtrade Advisor,
a division of Qtrade Securities Inc.
Segregated Funds and other securities are offered through Qtrade Advisor,
a division of Qtrade Securities Inc., member IDA and CIPF.
** Qtrade Investor is a division of Qtrade Securities Inc., member IDA and CIPF.
For all your wealth management needs, visit one of our branches or call to meet with one of our wealth management specialists today.
Between the age of 18 - 24? In school or working? There is no time like the present to start getting in the know regarding financial planning. Want to chat with an online advisor about school financing, budgeting, credit, debt, investing? Go to info@sascukudos.com or visit your specialized website at www.sascukudos.com.
Your needs are our interest!
