Wealth Management
If you are like most of our members’ at Osoyoos Credit Union, you are more comfortable dealing with a credit union. You do not need to give up that feeling of comfort when it comes to any of your financial needs, whether it is for retirement, estate, investment, education or tax planning. When it comes to investments there are so many options that selecting the right ones can be very intimidating. Our Wealth Management Advisor can review your existing investments, with no obligation.
Think of this as a check-up that will help ensure your future financial health. Our Wealth Management Advisor can assist in all aspects of your financial goals, regardless of what stage of life you are in. This is a free service allowing you to benefit from expert investment and financial advice and solutions.
At Osoyoos Credit Union, we can assist you with expert advice, taking the time to understand you and what you need for your future. Call today for a no obligation consultation.
Mutual Funds
There are many types of funds available. Common types are money market funds, income funds and equity funds. There are also balanced funds which hold all three types of investments. The funds are divided into units. Unit values are updated frequently based on the market value of the investments.
Mutual fund investments do fluctuate in value and do not provide a guaranteed rate of return. Mutual funds are not covered For more about Retirement Plans Click Here
