Wealth Management
YOUR WEALTH. YOUR WAY.
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Special Offers
Watch your savings soar!
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)
Excellent service is just the beginning – you deserve personalized service AND expert advice.
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.
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Financial planning
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.
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Experienced financial planning professionals
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.
Full service brokerage
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.
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Full suite of investment options
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.
