Wealth Management Services

Belgian-Alliance Credit Union offers Wealth Management Services at all of our branches via our in-house Wealth Management Advisor. Services include investment planning, Business Investment Services and Mutual Funds*, among others.

*Mutual Funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insured deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.
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