bowvalleycu - Investing

With BVCU, you can explore a wide range of strategies to keep your organization’s equity working harder for you through short and long term business investment solutions.

We get to know you and your business first. Together, we’ll explore a diverse and comprehensive array of investing options and insights that will allow you to make business investment decisions with confidence, knowing that all deposit investments are 100% guaranteed by the Credit Union Deposit Guarantee Corporation, including the interest earned.

Our dedicated, experienced and knowledgeable teams offer solutions for all sizes of organizations - from single owners to growing businesses; commercial enterprises to not-for-profits. Access full-service professionally managed solutions, or planning support for a do-it-yourself approach with an online brokerage service.

BVCU partners with Credential Securities and Credential Financial Strategies Inc. to offer various other investment options that can further diversify your business portfolio and make your money work harder for you. Mutual Funds, NEI Investments, Bonds, and Annuities are just a few of the other investment savings options available to you and your business to help reach your investment goals. A comprehensive plan can be built with a Credential Securities Investment Advisor or Credential Financial Strategies Insurance Advisor, who will develop a portfolio specially tailored for you.

Making smart financial choices

Thoughtful preparation can help give you the freedom to make decisions your business' future, including tax and succession planning and so much more while still having the time to celebrate the success of your business.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.

Investing

Building Wealth

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