Online BankingExpand/Collapse

Online Banking

Service Options

Full Service Brokerage - Credential Securities* 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. Our partner Credential Securities offers a full service brokerage service that 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

Money management

  • Ongoing personal advice
  • Brokerage Services
  • RRSP, RRIF, TFSA, RESP
  • Managed solutions for high net worth investors
  • Stocks, Bonds, Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Guaranteed Investments Certificates (GICs)
  • Buy/sell recommendations
  • Tax reduction strategies
  • Portfolio monitoring
  • Portfolio re-balancing
  • Automatic contribution/withdrawal plans
  • Electronic funds transfers

    Report and review

    • Monthly statements when trading activity occurs
    • Quarterly performance reporting
    • Annual consolidated tax reporting
    • Regularly scheduled portfolio reviews

      CredentialOnline.com

      • 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

        Our Experts

        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

        CredentialOnline.com

        • 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:
        • Income needs of family
        • Property and asset registration
        • Insurance needs
        • Taxes
        • Power of Attorney
        • Health Care Directive
        • Living and Testamentary Trusts
        • Guardianship
        • Pre-planned funeral arrangements
        • Payment of debts
        • Preparation of a properly drafted will

        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

        We've partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.

        *Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management Inc.