Investing

Investment Options available through Kawartha Credit Union

We offer a wide variety of investment options to meet your current and future financial needs.

Need advice about financial planning? We're here to help. Our Investment Professionals will help create an investment plan that’s tailored specifically for you.

Term Deposits

We offer a mix of term lengths, deposit amounts, saving options and interest rates.

Mutual Funds & More

Kawartha Members have access to a wide range of funds through Credential Asset Management Inc.

RRSPs

A Registered Retirement Savings Plan (RRSP) is a retirement savings account registered with the Government of Canada that allows you to defer or reduce income taxes payable.

RESPs

A special savings account registered with the Government of Canada to help you, your family or friends save early for your child’s education after high school.

RRIFs

A RRIF is a registered fund that you have to transfer your RRSP savings into before December 31st of the year you turn 71.

Tax Free Savings Accounts

The Tax-Free Savings Account (TFSA) is a flexible savings account registered with the Government of Canada that allows you to earn tax-free investment income.

Automatic Investment Plan

Need help building a nest egg but lack the discipline to save on a regular basis? We can help.

Our Investment Professionals

Looking for an Investment Professional to help you achieve your retirement and savings goals? Use our easy-to-use drop down menu to find a list of Kawartha Investment Professionals in your community.