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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.
The Caisse 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 Certified Financial Planner professionals or our Caisse partners, Credential Financial Strategies Inc. or C Finance. There's absolutely no obligation!
Credential Financial Strategies Inc. or 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 staff for details.
No investment is too large or too small!
As a Caisse member, you have access to a broad selection of mutual funds* to meet your individual investments needs and style. These funds, including Ethical Funds®, are available through our partner, Credential Asset Management Inc., which provides a broad selection of mutual funds* through the top fund companies, as well as the Manitoba labour-sponsored ENSIS Growth Fund.
Investing is no longer a luxury for some it's reality for all. The Caisse 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 Certified Financial Planner professionals or our Caisse partners, Credential Financial Strategies Inc. or 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 Direct®, a division of Credential Securities Inc., which operates 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, 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. ENSIS Growth Fund offers a 30% tax credit available to residents of Manitoba. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase. Credential Securities Inc. is a Member-CIPF. Ethical Funds® are available only to Canadian residents.
Credential Financial Strategies Inc. and/or C Finance are not available at all Caisse locations. Please contact your Caisse branch for details.
Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
®Ethical Funds and The Ethical Funds Company are registered marks owned by Ethical Funds Inc. and are used under licence.
®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and are used under licence.
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