investments your way
Whether you are just starting to plan, saving for your first home, saving for retirement, or protecting your estate, our Sunova Financial Services team can help you achieve your financial goals. With professional experience and know-how, your plan will be efficiently and professionally implemented – even in a challenging marketplace.
Through our valued partnership with Aviso Wealth Inc., a national wealth management provider, Sunova Credit Union is pleased to provide access to a variety of high quality financial solutions backed by expert research and solid management. Nationwide, Aviso administers approximately $59 billion.
The Sunova Financial Services team includes Credential Securities Investment Advisors, Credential Asset Management Inc. Mutual Funds Investment Specialists, and Sunova Financial Services Insurance Specialists. Our team will make sure you receive only the best financial advice and provide you access to a comprehensive selection of products and services, such as:
Mutual funds*
Diversify your portfolio to get a higher rate of return (and minimize risk) with this professionally managed investment. When you invest in mutual funds, your money is pooled with the money of other investors, allowing you to invest in a wider variety of securities at a relatively low cost.
Stocks*
When you purchase stocks, you are buying a share of a company’s assets, which then gives you ownership in that corporation.
Bonds*
With a bond, you are essentially lending money to an entity (usually a corporation or government) for a set period of time and at a fixed interest rate. At maturity, the amount of the bond plus the interest rate is returned to you.
The following products are offered through Sunova Financial Services Inc:
Segregated funds
Segregated funds are insurance products that have a similar structure to mutual funds. The difference between the two is the principal of a segregated fund can be guaranteed.
Life annuities
Another insurance product, a life annuity can help benefit you if you are looking for a set income during retirement.
We’re not going to lie, some of these products can be complicated and it’s important to understand the benefits of each. Before recommending any of these products, the Sunova Financial Services team will work with you to understand your individual situation so they can recommend a comprehensive and personalized strategy that will help you achieve your financial goals.
And, just in case you are interested, you can also try your hand at managing your own portfolio. Qtrade Investor is a top Canadian online brokerage* that gives you the chance to buy and trade your own stocks.
For more information on any of the products listed above, please contact:
Richard Stefansson
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Call: 204.268.7317
rstefansson@sunovacu.ca
Bob Beck
Investment Advisor, Credential Securities
Call: 204.467.2153 or Call: 1.866.467.2153 (toll-free)
Charlene Fitkowsky
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Insurance Specialist, Sunova Financial Services Inc.
Call: 204.340.6057 or Call: 204.345.0001
Marjorie Kolimlim
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Call: 204.444.7210 or Call: 204.793.4770
Cheryl Kirschman
Investment Advisor, Credential Securities
Call: 204.467.3188 or Call: 204.990.8506
*Mutual funds are offered through Credential Asset Management Inc. 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 Asset Management Inc. and Credential Securities are subsidiaries of Aviso Wealth Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. VirtualWealth is a trade name of Credential Qtrade Securities Inc.
