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Financial Planning
Financial & Estate Planning | Mutual Funds | Investments |
Online Brokerage
The purpose of financial planning is to set your long-term financial goals, from saving for your children’s college tuition to ensuring your own early retirement – and then developing the right plan to make those goals a reality.
Caisse Financial Group is here to help establish and achieve your financial dreams in the way that best suits you: through investments, tax planning, asset allocation, risk management, retirement planning and estate planning.
To obtain a written financial and estate plan that’s right for your needs, budget and aspirations, ask for a consultation with our Caisse
Financial Group partner C Finance. There's absolutely no obligation!
C Finance representatives are independent financial planning specialists who can help develop a tailor-made, no-obligation financial or retirement plan based on your individual portfolio or investment needs. Ask your Caisse
Financial Group staff for details.
No investment is too large or too small!
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.
Investing is no longer a luxury for some it's reality for all. Caisse
Financial Group provides access to a wide range of products and services that will get your money working for you. When you're ready to invest or want to finance an investment through a flexible loan, talk with your Caisse
Financial Group professionals or our Caisse Financial Group partner, C Finance. Click HERE for more information about investment products and registered investment accounts.
®Do you like to do your own trading from the comfort of home?
Make your own trades, track stock performance and manage your own portfolio through Credential Direct
 Competitive Commission pricing - Trade at a very low price!
Learn more about Credential Direct Fees and Commissions.
User-Friendly Website
Efficient and Friendly Customer Service.
Detailed Real Time Quotes - extensive information right at your
fingertips.
Customizable charting tools - view stock splits, moving averages, intra
day, and up to 6 years trading histories downloadable to your PC.
Stock screening tools - screen investments based on the fundamental
and technical criteria you select.
Tools for Technical Analysis - price, volume and momentum indicators.
*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, Credential Direct, and Credential Securities, are registered marks owned by Credential Financial Inc. and are used under licence.
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