Full Service Brokerage - Credential Securities Inc.* Expand/Collapse
Full service brokerage means you have access to a full range of investment solutions, including stocks, bonds and mutual funds with advice from investment professionals. Offered in partnership with Credential Securities Inc., our full service brokerage service includes:
Premium wealth services
Comprehensive financial planning by a Certified Financial Planner professional (CFP®)
- Access to the expertise of our wealth services team
- Corporate investment strategies
- Business succession planning
- Consultation with tax experts
- Will and estate consultation
- Family wealth management
Report and review
If it looks like someone spilled a box of Alphabets after the names our Wealth Advisors, it's because they have numerous industry-recognized credentials, designations and education. Simply put, it means when they talk investments, they know what they are talking about! And not just investments, but financial planning, estate and trust consultations, business succession planning and more, for even the most seasoned investors and complex financial situations.
Investment Specialists - Credential Asset Management Inc.* Expand/Collapse
Through our Investment Specialists, we provide access to an extensive range of services to help you feel confident about your financial future. Our Investment Specialists will work with you to build an investment plan that helps you reach your goals, including providing advice and recommendations on investing in mutual funds*, socially responsible investing and investment products. Our service includes:
- Wealth Services
- Ongoing personal advice
- Buy/sell/hold recommendations
- Automatic contributions and withdrawals
- Electronic funds transfers
- Business succession planning consultation
- Non-commission investment specialists
- Access to a wide range of investment solutions
- Will & Estate Planning consultation
- Tailored solutions to meet your needs
Report & Review
- In-house experts to process and audit transactions
- Regular portfolio/plan monitoring
- Trading activity statements
- Quarterly or semi-annual performance reporting
- Regular portfolio reviews
- Secure 24/7 account access and a consolidated view of all your investments
- When you sign up for Credential e-Statements, your statements are automatically archived for seven years
We have full-time experts on staff with vast knowledge and expertise who are working to find solutions in your best interest.
Estates and Trusts Expand/Collapse
Weyburn Credit Union's Estate Planning Service is designed to assist you in making informed decisions regarding the distribution of your estate assets. We will help you get your affairs in order and organized to give you peace of mind knowing that you have taken the time to protect your assets and your beneficiaries. Following a comprehensive review of your personal financial situation and your objectives for your estate, our Advisors will work in partnership with legal professionals to arrange for the preparation of your Will.
Having your assets distributed according to your wishes requires proper estate planning. You spend a lifetime acquiring and safeguarding assets. With a well-planned estate and properly drafted documents, your assets will be distributed in accordance with your wishes, ensuring you will protect your beneficiaries and your estate against unnecessary administrative costs, legal fees, or taxes.
What is Estate Planning?
Estate Planning is a process that:
- Evaluates your current personal and financial situation.
- Identifies short and long term goals.
- Establishes your personal plan.
What is an Estate Plan?A complete estate plan considers a review of the following areas:
Resources to Download
Come in and visit our Estate & Trust Services Advisor who can create a customized plan for you and your family.
Online Brokerage Expand/Collapse
Why an Online Trading Account?
Take control of your investments, save money and gain the flexibility to trade whenever and wherever you have access to the web.
Whether you manage all or a portion of your portfolio, trading online puts you in the driver’s seat. And, with up-to-the-minute research and powerful trading tools, spotting opportunities and making informed investment decisions has never been easier.
Taking a do-it-yourself approach to your investment portfolio means significant cost advantages over traditional brokerages because you don’t pay for advice or servicing of your account. And, with equity trade commissions of $8.88, you’re sure to save big.
Fast & Flexible
Online trading gives you 24/7 access to your account so you can move money, open a new account or check on your investments quickly – anytime, anywhere.
Why Credential Direct?
With Credential Direct, our online brokerage partner, you can have it all – fair pricing, excellent service, and a wealth of resources to make investment decisions easier. Here are just a few ways Credential Direct delivers:
- Accessible online investing for all Canadians
All investors pay $8.88 per equity trade – regardless of account size or trading activity – so that you can invest online and often with no strings attached. When it comes to fees and commissions, what you see is what you get. There are no hidden fees.
- A robust investing platform that's easy to use
Access premium tools and timely research to help you invest wisely. Our easy-to-navigate interface and on-the-go mobile site let you place a trade with just a swipe, click, or touch. Investing online has never been so easy.
- Ranked the #1 online brokerage for service
We're a discount brokerage that delivers best-in class service and exceptional value to every investor. And here’s proof. Credential Direct is ranked #1 in Canada for service according to Surviscor’s Online Brokerage 2014 scorCard Review.