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You don't need a crystal ball to get a good look at your future. Whether you're just starting out or already have a large and complex portfolio, our team of financial and investment advisors have the knowledge and expertise to help you grow your wealth. With premium advice and a personalized investment strategy. It all begins with your lifespring® financial plan – the core of your financial wellness.

Term Deposits

A cornerstone of many savings and investment plans, we make it easy for you to choose the term deposit option that's right for you. They're all safe, secure and deposits are 100% guaranteed1.

Mutual Funds*

A wide range of fund products to suit your investment goals and personality, whether you're just starting out or already have a mature portfolio.

Stocks and Bonds*

Important elements in a well-diversified portfolio and we can help you develop the right mix.

Exchange-Traded Funds*

Tax and fee-efficient families of funds that track various aspects of stock market indexes.

Annuities & Segregated Funds

A wide range of long-term investment funds offered through insurance companies.


Financial advice and a full spectrum of investment product options to help you save tax-free.


Custom-designed plans to help you invest and save for your child's post-secondary education.


Advice and access to a variety of financial vehicles to help you build a diversified portfolio for a secure retirement.


Strategies and ways to convert your RRSP savings to the income you'll need for a comfortable retirement.


Helping people with disabilities and their families save for the future.

Equity Shares

Earn a great return and invest in your credit union's future.

Ways to Invest

From do-it-yourself to full-service, we can offer the solution best suited to your investment style.

1 Deposits are 100% guaranteed. Protection provided by the Credit Union Deposit Insurance Corporation of British Columbia.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Insurance services provided through BlueShore Wealth.

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