​Work with an advisor

Dream big, create a plan together, make it happen

Work with an expert to build the right plan

Get started on your investment strategy

Align your goals and needs with the right investment options.

Build the right savings plan

Consider your big picture savings needs, such as education and retirement.

Grow and catch up on your savings

Keep your savings plan top of mind and make adjustments as your life changes.

Prepare for your retirement

It’s more than having enough money for retirement. Take advantage of government incentives and tax benefits.

Financial advisor

When to work with a financial advisor

Financial advisors consider the full picture and can help you plan using a combination of borrowing, investment, and banking tools to reach your savings goals. Financial advisors can help you:

  • Consolidate debt to create more space to save
  • Buy your dream home
  • Save for education or invest in your retirement
  • Understand your savings and borrowing options


Book an appointment





Financial planner

When to work with a Certified Financial Planner CFP®

Work with a certified financial planning professional to develop a savings and investment plan customized to your lifestyle and goals. Financial planners can make recommendations to maximize your tax savings and insurance to protect you and your loved ones. Financial planners can help you:

  • Build a plan tailored to meet your needs
  • Understand your investment options
  • Protect your lifestyle
  • Achieve your financial goals


Book an appointment


Do-it-yourself investing

Take charge of your investments and use our semi-guided and self-guided investing platforms.


Investments for every lifestyle

Whether you’re a savvy investor or just getting started, investments can help make the most of your savings and retirement plan.

Investment strategies

Diverse investments create a strong portfolio

Diversifying your portfolio is an essential part of creating a strong savings and investment plan. By spreading your money over various types of investments that range from low to high risk, growth, and income, you maximize your chances for strong and healthy results.

You can further diversify your portfolio by investing in different industries and markets, both domestically and globally. Work with a financial planner to align your goals, priorities, risk tolerance, and investment style to your portfolio.

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Investment strategies

Protect yourself and your lifestyle

Insurance can be a powerful tool to ensure you and your loved ones are protected in case of the unexpected. Enjoy peace of mind knowing that what you cherish most is covered.

  • Life insurance
  • Critical illness and disability insurance
  • Long-term care insurance
Investment strategies

Pay yourself first

Pay yourself first by making regular contributions to your savings. Start saving early and contribute often to allow your money more time to accumulate and earn compounded interest. Take the time to review your spending monthly and set aside money for your future.

  • Create a savings plan, then review and adjust as your needs change
  • Save as much, and as often as you can
  • Keep a portion for easy access, and invest the rest to earn more

Choose Aldergrove Credit Union

Earn cash back

Get an annual cash bonus when you bundle qualifying products. 

3,600+ ATMs

Access your money across Canada with over 3,600 free ATMs and seven local branches.

Digital banking tools

Budget, bank and learn using online and mobile banking solutions 24/7.

No-limit banking

Get excited to save and spend with affordable account options including unlimited transactions.

How to reach us

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Email

Send us an email and get a response within one business day.

Call

Monday - Friday
7:00 am - 7:00 pm
Saturday 8:00 am - 4:00 pm

Meet with us

Book an appointment with a
Financial Advisor.

Visit a branch

Stop by any branch and we promise you’ll get a smile.

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Online brokerage services are offered through Qtrade Direct Investing. Mutual funds, other securities and securities related financial planning are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.
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 the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. 
Insurance products are offered through Aldergrove Insurance Services Ltd., a wholly-owned subsidiary of Aldergrove Credit Union. This website is for informational purposes only and is not intended to provide specific insurance, financial, investment, tax, or other advice to you, and should not be acted or relied upon in that regard. Insurance products are underwritten by certain licensed insurance companies and are only available throughout British Columbia, Canada.

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Aldergrove Financial is a trade name of Gulf and Fraser Fishermen's Credit Union