Investing

 

 

 

From now until March 1, when you make a minimum contribution of $500 to your RRSP or TFSA, you could win a little extra for your future and your community. Two winners from across Atlantic Canada will receive a $1,000 prize and we’ll donate $1,000 to a local charity of your choice in your name. It’s a win/win in the best possible way.

All you have to do is book an appointment *. See you soon.

*No purchase necessary. Click for more details.

 

 

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.

Financial Planning - Financial services and solutions designed specifically for your lifestyle and life stage.

Term Deposits - Provides a secure, worry-free investment for long term funds.

RRSPs - With careful long-term planning you can accumulate enough savings to enjoy retirement.

RRIFs  - living well during your retirement means managing your retirement income wisely.

RESPs - Prepare for your childrens pursuit of a higher education.

Mutual Funds - Mutual Funds offered through either ACHIEVE Financial or Dave Gorman Financial Strategies of Worldsource Financial Management Inc.,  combine the benefits of diversification and professional management with being affordable to the average investors.

Online brokerage - Trade anytime, anywhere with Credential Direct®


ACHIEVE Financial of FundEX Investments Inc.

Mutual Funds are offered through ACHIEVE Financial and FundEX Investments Inc. 


Dave Gorman Financial Strategies of Worldsource Financial Management Inc.

Mutual Funds and some Segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Dave Gorman Financial Strategies Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrant, and is not responsible for any other business interests and activities undertaken by its Registrant or by OMISTA credit Union. Worldsource Financial Management Inc. will not be held liable for any software damages resulting from the use of this website.

 

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