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Discover financial freedom

Our personalized solutions and unparalleled service ensure your assets are safeguarded and your future is secure, allowing you to focus on what truly matters – enjoying life to the fullest.

Your financial well-being is our #1 priority

At Kawartha, we empower you to achieve the wealth and financial security you desire with the service and expertise you truly deserve. 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.

Enjoy peace of mind

Build a secure future for yourself and your family and be prepared for the unexpected.

Achieve your goals

Feel confident that you're on track to reach your goals, now and in the future.

Build a legacy 

Enjoy peace of mind knowing your loved ones are financially secure for generations to come.
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Canadians who work with a financial professional are 33% less likely to be stressed about money and 23% less likely to have lost sleep about financial worries.

Full suite of financial services

Our experienced team will work with you to understand your unique financial needs and goals so they can develop a personalized strategy and investment portfolio for you.

Holistic financial planning

We offer comprehensive financial planning that integrates your goals, values and ambitions into a custom-built roadmap to help you reach your goals.

Saving and investing

We offer a wide range of products to suit your goals and preferences, including mutual funds, registered investments, term deposits and direct trading.

Estate and tax planning

Through Aviso Wealth, we offer personalized strategies to minimize tax liabilities, protect your assets, and ensure your wishes are honoured. 

Experience the Kawartha difference

Regardless of your financial position or goals, we are committed to providing every member with top-notch financial planning services. This unwavering member focus sets us apart from other financial institutions. Our dedicated team is here to provide “the power of planning” to help you achieve lasting financial well being.

Get a free portfolio review

Ensure you're on the right path to achieving your financial aspirations with a complimentary portfolio review. 

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Book an Appointment

Book an appointment at your local Kawartha Credit Union branch at a time that's convenient for you.
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Contact Us

Share your contact details and we'll be in touch to discuss your needs and connect you with your local branch.

2024 FP CanadaTM Financial Stress Index
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

Contact Us: 1-855-670-0510
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