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Ways to invest

Discover your ideal investment path.

No matter how you prefer to grow your money, ACU, through our partnerships, offers access to investment path to match, from comprehensive, personalized advice to do-it-yourself online investing.

Personalized advice and planning

ACU Wealth Management

In partnership with Aviso Wealth, ACU's Wealth Management advisors have the knowledge, expertise and solutions to help you do more with your money, whether you’re new to investing or a seasoned planner. We understand how important it is to reach your financial and investment goals—and we provide a personalized roadmap to help you get there, while focusing on your values, with:

  • A comprehensive approach to planning, tailored to your lifestyle
  • Financial health check-ups to help you reach your goals faster
  • A large range of plan types FSHA, TFSA, RESP, RSP, RDSP, RRIF, as well as a large range of product choices including mutual funds*, equities, bonds, ETF and advice on socially responsible investing
  • Estate, legacy and tax planning strategies
  • Planning for your retirement with RRSPs, RRIFs, locked-in plans or pension transfers

ACU Wealth Strategies

ACU Wealth Strategies' advisors help preserve and grow your wealth your way, with expertise in finding the risk management solutions that protect what is most important to you. At every investment stage of the journey, we take a personalized approach to creating your financial, retirement and estate plan—while giving you financial peace of mind. We offer:

  • Financial strategy tailored to your lifestyle and goals
  • Risk protection solutions to minimize the financial impact of loss, injury or illness and to protect your loved ones, your business and your quality of life
  • Holistic advice on estate planning and insurance protection, as well as charitable, legacy and generational wealth transfer strategies
  • Investment management services that include a wide range of plans and through Aviso Wealth, access to a full suite of product choices—RRSPs, TFSAs, RESPs and RDSPs, mutual funds, equities, bonds, exchange-traded funds (ETFs) and socially responsible investments

Online investing options

Whether you’re a knowledgeable do-it-yourself investor or prefer a professionally managed portfolio with ongoing oversight, Qtrade Direct Investing® and Qtrade Guided Portfolios® offer online investing solutions to help you work towards your investing goals.

 

Qtrade Direct Investing

  • Manage your own investments through an award-winning online trading platform
  • Choose from a wide range of products including stocks, ETFs, mutual funds, bonds, GICs, and other options
  • Enjoy zero commission trading fees
  • Receive fast, friendly and knowledgeable trading support
  • Discover industry leading digital investing and research tools

Qtrade Guided Portfolios

  • Access an automated, professionally managed portfolio with none of the maintenance
  • Enjoy a low-cost, diversified portfolio that best matches your needs
  • Benefit from continuous oversight and regular rebalancing
  • Get friendly, knowledgeable support when you need it

Which investment platform is right for me?

Features

ACU Wealth Management and Aviso Wealth

ACU Wealth Stategies and Aviso Wealth

Digital Investing Qtrade Direct Investing/Qtrade Guided Portfolios
I’m looking to manage my own investments
I’m interested in opening a registered account
I would like personalized investment guidance, tailored to my goals
Low-cost investment options are important to me
I’m ready to look at options to protect my financial future
My finances would benefit from a financial health check-up
I like the idea of a hands-off digital portfolio that automatically rebalances
I’m ready to discuss retirement planning strategies

Need more info?

Still not sure which investment path is right for you? We’re here to help!

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
 
Unless otherwise stated, mutual funds, other 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.
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Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.

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Insurance products are offered through ACU Wealth Strategies, a wholly-owned subsidiary of Assiniboine Credit Union Limited. ACU Wealth Strategies is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrollment and applicable legislation. The products sold through ACU Wealth Strategies are not guaranteed or insured by a deposit insurer.