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Wealth Management






Investment Products and Plans

Whatever your goals, Prosperity ONE has a team of specialists who can provide you with sound information, solutions and a wide range of various products to meet all your investment needs. As a member, you have access to a full range of investment options, including GICs, RRSPs, RRIFs, RESPs, LIRAs, LIFs, insurance and estate planning. We combine experience with great rates — and your total deposits are guaranteed up to $100,000 (except foreign currency accounts and mutual funds*), as well as RRSP/RRIF funds up to $100,000 per contract.

Mutual Funds*
Our Credential Asset Management Inc. Mutual Funds Investment Specialists offer access to over 1,500 registered and non-registered funds, and the expertise you need to make informed choices for your portfolio.

Guaranteed Investment Certificates (GICs)
Get great returns plus the peace of mind of knowing your principal is 100% guaranteed up to $100,000 by the Deposit Insurance Corporation of Ontario (DICO).

Registered Retirement Savings Plan (RRSP)
Save for a secure and comfortable retirement and enjoy tax-breaks now..

Registered Education Savings Plan (RESP)
An easy way to save for the future cost of education for any child in your life.

Registered Retirement Income Funds (RRIFs)
Retiring? Provide yourself with a steady retirement income.

Services

At Prosperity ONE your needs are our top priority when you work with our team of financial experts, licenced through our partnership with Credential Asset Management Inc. Make an appointment today for assistance in defining your goals, building your plan and selecting the right investment products for you.

  • Find out how our socially responsible investing options allow you to put your money to work to build a better tomorrow while earning competitive returns today.
  • Our comprehensive selection of investment opportunities can get your money working harder for you, and your community.
  • For more complex portfolios, our Certified Financial Planners and Credential® investment professionals build on our branch expertise with more in-depth advice and a wider range of investment options.
  • Trade online* with Credential Direct® and get free real-time quotes, access to expert advice and more.



 

*Mutual Funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through  Credential Direct®, a division of Credential Securities Inc. which operates as a separate business unit. 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 funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in Credit Unions. Cash balances, mutual funds and other securities are not guaranteed, their values change frequently, and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF.

®Credential and Credential Direct are registered marked owned by Credential Financial Inc. and are used under licence.

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