Wealth Management
YOUR WEALTH. YOUR WAY.
YOUR WEALTH. YOUR WAY.
Non-registered or RRSP, RRIF & TFSA eligible
New deposits* earn 5.70% until July 31, 2024, followed by 2.50% on balances between August 1, 2024 until December 31, 2024.
(*Minimum investment $1,000. New deposits only - new deposits are new funds not currently on deposit at Kawartha Credit Union)
Our goal is to empower you to achieve the wealth and financial security you desire with the service and expertise you truly deserve. With Kawartha Wealth Management, your financial success is not just a number; it's our passion and purpose. Discover a financial partnership that puts you first – because your financial well-being deserves nothing but the best.
Members receive complimentary planning and analysis services from our qualified professionals. Financial planning engagement may encompass budgeting and debt management, retirement planning, investment strategy, estate planning, and protection planning. It can also offer guidance related to separation, divorce, business ownership, and succession planning.
Our experienced team will work with you to understand your unique financial needs and goals to develop a personalized strategy and investment portfolio for you.
If you prefer to invest in stocks and bonds, talk to one of our Investment Advisors. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.
We offer a wide range of savings and investment products to suit your financial goals and preferences. Our financial experts are here to help you navigate these choices and create a customized financial strategy that aligns with your goals, risk tolerance, and time horizon.
Open an Automatic Savings Plan (ASP) OR increase your contributions to an existing ASP before December 29, 2023 for your chance to win a $1,000 contribution into your selected investment/savings product.