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Your Future >> Investing



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FAQ Section

Visit our FAQ section for more information on investment options.

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If you are looking for our investment rates, click here

Financial Planning Tool
You can also click here to access our on-line financial planning tool. 

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Financial Fitness
Advice from OMISTA Experts
Plan Ahead for your Winter Getaway
Know your Goals Before You Start Investing
RRSP is a Gift to your Future


The Learning Center


Need more answers?

Visit our contact page and submit your question through the "Who can help me?" link or call one of our financial experts at any of our three branches.

OMISTA Credit Union offers a comprehensive range of investment products. The type of investment you choose will be affected by what your needs and goals are.

Make sure you make an informed decision about your RRSPs by viewing our RRSP information and tools.

Investing in an RESP will assist your family to have more financial freedom to choose their future. Planning today for tomorrow is the smart way to realize your family’s education goals.

We understand that the selection of a RRIF depends entirely on your personal situation. That’s why with a OMISTA Credit Union RRIF you can choose your own investments and change your payment amount from time to time.

Are you looking for investments that are environmentally friendly and socially responsible? Look no further. With OMISTA Credit Union you’ll always have investment options to meet your specific financial and ethical criteria.

Investment Planning…financial services and solutions designed specifically for your lifestyle and life stage.

Preferred Shares...a rare investment opportunity with desirable returns.

Retirement...with careful long-term planning you can accumulate enough savings to enjoy retirement.

Term Deposits…provide a secure, redeemable, worry-free investment for short or long term funds.

GICs...provide a secure, non-redeemable, worry-free investment for short or long term funds.

Mutual Funds*… combine the benefits of diversification and professional management with being affordable to the average investors.

Education…prepare for your children's pursuit of a higher education.

Online Brokerage*…trade anytime, anywhere with Credential Direct®

If you have questions about mutual fund investments, let our Credential Asset Management IncMutual Funds Investment Specialists help you.

*Mutual funds are offered through Credential Asset Management Incand 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, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Incis a Member-CIPF. Credential Direct® is a registered mark owned by Credential Financial Incand is used under license.


Wise Financial Guidance To Empower You

We would be happy to provide financial guidance. For more information on any of our investment options, you can meet with an OMISTA Expert at any of our three branches, or your Credential Financial Strategies IncRepresentative Ozzie MacKay. To develop an investment portfolio that meets your needs and objectives, you can meet with Ozzie MacKay, our Credential Financial Strategies Representative. He can explain your options and design the most cost effective plan for you.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.



 

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