Business > Investments
Mutual Funds | Term Deposit or Guaranteed Investment Certificate |
Bonds | RRSPs | RRIFs | RESPs | Non-Registered Investments
PROFIT SHARING: When you invest with Caisse
Financial Group, you share in the profits!
Investing is no longer a luxury for some – it’s reality for all. Caisse
Financial Group offers access to a wide range of products and services that will get your money working for you. When you’re ready to invest, talk with your Caisse Financial Group Investment Specialist, or our Caisse
Financial Group partner, C Finance.
As a Caisse Financial Group member, you have access to a broad selection of mutual funds* to meet your individual investments needs and style. These funds are available through our partner, Credential Asset Management Inc., which provides a broad selection of mutual funds* from the top fund companies.
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds
and other securities are offered through Credential Securities 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, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential
Securities Inc. 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 licence.
Earn an attractive and guaranteed interest rate through this investment of funds for an open or fixed period of time (terms range from 30 days to seven years).
Caisse Financial Group offers its members Canada Savings Bonds, Manitoba Builder Bonds (redemption only) and Manitoba Hydro Bonds.
A Registered Retirement Savings Plan is a government-approved plan through which you save money for your retirement years. Contributions, within limits, are tax deductible and the income earned is tax-sheltered. Investment options include mutual funds*, GICs or term deposits. Ask us about borrowing funds at a preferential rate of interest to maximize your RRSP contribution.
A Registered Retirement Income Fund is a tax-sheltered plan that allows members to convert accumulated RRSP savings without penalty into a flexible, secure retirement income. RRSPs must be converted to RRIFs at age 69.
A Registered Education Savings Plan is an investment plan (where interest earned is tax sheltered) providing post-secondary education funding to the beneficiary. The federal government will also contribute 20 per cent on the first $2,000 deposited annually into a RESP account.
We can also manage all your non-registered (non-tax sheltered) investments.
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