My Investing

Mutual Funds

A Mutual Fund is a professionally managed investment vehicle that is a pool of money contributed by people with similar investment objectives. Through our partnership with Credential Asset Management Inc. (a Mutual Fund Dealer), we provide access to the advantages of diversification and professional management. Diversification means investing in a variety of investments.

Vermilion Credit Union works closely with each member to determine financial goals and recommends suitable options to help achieve those goals.  You can contact our Mutual Funds Investment Specialists by:  "CLICKING HERE"

OnCourse Portfolios
Get all the vital components of successful investing, and the benefits of a managed asset program, in one simple solution with OnCourse Portfolios.
Designed to meet a variety of investment needs, OnCourse Portfolios are expertly managed and effectively diversified – helping you make the most of opportunities in Canada, and all over the world. With as little as $1,000 to invest, you get access to quality investment solutions made up of a selection of hand-picked mutual funds from award winning asset management firms. For more information, please contact our investment department.

Also, please visit: OnCourse Investments:  http://www.oncourseinvestments.com/vermilioncreditunion

*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.*

Financial Planning

Lyle Worobec, CFP
Financial Planning Manager

Vermilion Credit Union
Financial Planner and Mutual Funds Investment Specialist
Phone: (780) 853-2822 Fax: (780) 853-4361
lworobec@alberta-cu.com

Lyle Worobec, our Financial Planner, can look after all your investment and retirement needs.By utilizing the six step financial planning process, he will analyze your current financial situation, assist with establishing goals and objectives, and offer solutions tailored to your specific needs.Whether you are seeking a short term investment or looking at long term retirement planning, we will be sure to meet your requirements with our diverse product offering.

To arrange an appointment, call us today
 

Investment Specialist and Investment Officer

If you need any assistance, be sure to call: 780-853-2822 or email -

Corrine Rehmann, Investment Officer
CRehmann@alberta-cu.com

Jonathon Rees, Investment Officer
JRees@alberta-cu.com


Group RRSP

Consider a group RRSP for your Business.

A Group Registered Retirement Savings Plan (Group RRSP) helps your employees save for retirement by contributing to their plan on a monthly basis. In addition to receiving a tax deduction for their contributions, plan holders do not pay tax on their earnings until the funds are withdrawn. At the same time, the employer may contribute to the employee’s plan if they so choose. Contributions may be as little as $50 per month.
For more information, please contact our investment department.
 

Online Brokerage

Introducing a special offer for Young Investors!  Click below for more info..

We are pleased to partner with Qtrade Investor - Canada’s leading independent online brokerage.

Whether you currently use an online broker or are interested in doing so, Qtrade Investor is our online brokerage of choice. Qtrade Investor offers you, among other things:

  • "Market-leading service and support - Qtrade Investor has been rated by The Globe and Mail as Canada's #1 online brokerage and also ranked as the the Best Discount Broker at Morningstar's Canadian Investment Awards
  • A full range of investments including stocks, options, and fixed income securities.
  • Comprehensive investment tools and research, news, real-time quotes, portfolio watchlists, email alerts and more.
  • Low trading commissions. 

Easy electronic funds transfer to and from your chequing account. For more information or to open an account, click here to login into your Qtrade Investor account now.

https://www.qtrade.ca/partner.jsp?skin=vermilion.

"Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund."

 

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