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Take your investments to a new level

Investing can be complex, but we’ve brought in the pros. Combining the benefits of diversification with professional portfolio management, mutual funds are a perfect way to grow your long-term savings.

Key benefits:

  • Reach your long-term financial goals
  • Diversify your investments to weather market ups and downs
  • Tailor a plan to suit your investment needs and preferences
  • Add to your RRSP and other registered plans
  • Benefit from professionally managed funds

Key features:

  • Work with CU Financial Management (CUFM) mutual funds specialists
  • Enjoy wide range of funds to choose from, including responsible investment options
  • Get regular statements to keep you informed about your investments
  • Develop personalized strategies with ongoing advice

Registered plans

Grow your money over the long-term

Take advantage of tax and other benefits by adding mutual funds to these registered plans and accounts:

  • Registered Retirement Savings Plan (RRSP)
  • Tax-free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Retirement Income Fund (RRIF)

Start saving smarter with these options


Save for retirement and save on taxes in the meantime— this option can do it all.

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Manage retirement income while using the funds saved in your RRSP.

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Set money aside and watch it grow throughout your lifetime, tax-free.

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Term Deposits

Worry-free investments for long-term funds, and your peace of mind.

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Socially Responsible Investments

Our socially responsible investing portfolio options put your money where it can do good for you, and the world.

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Start saving for your child’s education with added government benefits.

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Saving & retirement tips

Long-term goals need long-term plans

From school to retirement and all the life steps in between, here are some tips and tricks to get you started on your saving and investing strategy.

Saving & investing

First Timer’s Guide to Saving & Investing

With saving, you’ve got to start somewhere–and every penny counts. Untangle all the acronyms and find the perfect plan to help you reach your goals.


First Timer’s Guide to Retirement

There’s no better time to start saving than now. You work hard and deserve to enjoy retirement comfortably. Find out how to make it happen.


How to build a financial plan

Building a roadmap to meet your financial goals? This article breaks it down. When you're ready, you can connect with our financial experts and start .

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Do-it-yourself investing

Invest with confidence with the latest digital tools

Enjoy the flexibility of on-demand, convenient investment options and advice in the palm of your hand.

  • Qtrade Direct Investing™: Buy and sell your own stocks, bonds, mutual funds, and ETFs with low trading fees to build your portfolio.
  • Qtrade Guided Portfolios: A fully automated investment platform that takes into consideration your goals, timeline, and risk tolerance.

Members can count on me to be there when making important financial decisions. I am here to guide and educate you.

Investment advice

Work with a financial advisor like Anastasiya Kamzeev

An investment advisor can help you make sense of investing, find the right stream for you, and get your portfolio off the ground.

  • Get started with term deposits
  • Find the best options for your needs
  • Develop personalized strategies with ongoing advice