Wealth Services

Everyone needs a helping hand to reach their goals, but it's not always clear who to turn to. You may not know this, but at Raymore Credit Union, we can be that helping hand. Our outstanding Wealth Services team can assist you with everything from short-term savings goals to investments and long-term financial planning.  

 

 

 
Investing

Here's a little known fact: You don't need a lot of extra cash to get investing. Here's another one: The Wealth Services team at Raymore Credit Union can get you started no matter how much you've got to invest.

We offer our members an exceptionally wide range of investment products and services. Not only can we help you start and grow an investment portfolio right here in your own community, we also give you access to a nationwide chain of experts dedicated to helping credit union members like you. It's all a part of giving you outstanding service, no matter where you live, what you need or what the size of your account might be.

We provide access to a wide range of:

Retiring

There's more to retirement than just saving your pennies. It's about envisioning the kind of life you'd like to live when you're no longer earning an income, then putting a plan in place to make that happen.

Whether you're just starting out with your first RRSP or getting ready to live the good life, we can help you put together a Retirement Income Plan that maximizes your current income while at the same time moving you toward the kind of future you envision.

We can help you with: 

Credential Financial Strategies Inc.

Insurance

The thing about life's curveballs is that you rarely see them coming. Unfortunately, even the smallest ones can create chaos and adversity for you and your family.

At Raymore Credit Union, we can help you deal with those curveballs by providing you access to a full line of insurance products through Credential Financial Strategies Inc.* Whether you own a car, run a farm or business, travel or have a family, we can help you choose the right insurance to protect you - and those you love - from financial hardship. 

Credential Financial Strategies offers:

  • Life Insurance
  • Disability Insurance
  • Business Insurance
  • Critical Illness Insurance
  • Income Replacement Insurance
  • Health and Dental Plans 

 For more information or to book an appointment with one of our Wealth Services specialists contact us.

Planning

For many of us, creating a ‘big picture' plan sounds painful, but at Raymore Credit Union, it really isn't. We're here to provide advice, support and the right products to help you create a financial roadmap that fits your life today and in the future. Whether you want to buy a house, take a trip, build a nest egg, consolidate debt, expand your family or protect what matters most, we can help.

We offer:

  • Financial Planning
  • Investment Planning
  • Education Planning
  • Estate Planning
  • Succession Planning

 

 

Credential Financial Inc.

Credential Financial Inc. is a national wealth management provider. Founded by the Canadian credit union system, Credential Financial Inc. makes it possible for Canadian credit unions like ours to offer members an integrated range of products and services to meet their financial needs.

At the community level, Credential Financial Strategies representatives, who are fully employed by Credential Financial Inc., work in credit unions across the country to help Canadian credit union members like you to set and achieve their unique financial goals.

Raymore Credit Union is proud of our association with Credential Financial Strategies. Not only do their representatives strengthen our team and our credit union, they bring the very best in investment, insurance and financial planning products and services to our members. These protection and investment plans complement the traditional savings programs offered by Raymore Credit Union, making it possible to provice our members access to national-level investment and insurance services right here at home.

Disclaimers

*Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

**Mutual funds are offered through Credential Asset Management 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 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.

Ethical Funds® and Ethical® are registered marks owned by Northwest and Ethical Investments L.P. and are used under licence. Ethical Funds® are available only to Canadian residents.

 

 

Executor EASE

Losing a loved one hurts...Settling their estate doesn't have to.
Through the program, Executor EASE, Concentra Trust can provide you with cost-effective support, based on your unique needs, levels of experience and comfort.  Executors are free to choose the service(s) they need assistance with and maintain full control throughout the process. 
Acting as an executor can be a very tough job; many people who accept this role don't fully understand all the duties, responsibilities and personal liabilities that come with it.  Concentra can help as little or as much as is needed.  

Visit Raymore Credit Union to discuss Executor EASE or contact Concentra Trust at 1-800-788-6311 ext 1888.
*Concentra Trust is a wholly-owned subsidiary of Concentra Financial.

Online Brokerage

The power of online trading.  The values of your credit union.

Our online brokerage partner, Credential Direct, has it all - fair pricing, excellent service, and a wealth of a resources to make investment decisions easier.

  • Online trading that's accessible to more Canadians
    Investors pay just $8.88 per trade - regarless of account size or trading activity.
  • Pricing that's straightforward and easy to understand
    When it comes to fees, what you see is what you get.  There are no platform, subscription or hidden ECN fees.
  • Excellent value. Excellent service
    It's a discount brokerage - but they don't skimp on service, research or tools!  Credential Direct delivers unrivaled service and access to premium tools and timely research to everyone, completely free!
  • Cooperative roots, credit union values
    Owned and operated by the Canadian credit union system, Credential Direct is the online brokerage of choice for credit union partners and their members.

Visit credentialdirect.com to learn more, or open an account today.