​Mutual fund portfolios

Investments with balanced, diverse and ethical options

Mutual fund portfolios

Invest in cost-effective and professionally managed portfolios

Professionally managed funds

Take advantage of investment opportunities ranging from sustainable to global.

Matched to your investment style

Invest in a mutual fund portfolio aligned to your goals, priorities, and risk tolerance.

Diverse investment options

Benefit from a balanced, multifaceted portfolio built to reduce your overall risk.

Regularly monitored and rebalanced

Enjoy flexible investing as your portfolio is actively adjusted to ensure performance and mitigate risk.

Add mutual funds to any of your registered plans

Include mutual funds in your registered savings plan to take advantage of tax incentives and other government-initiated benefits.

​RRSP

TFSA

​RESP

RRIF

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​RDSP

Investment advice

Work with a Certified Financial Planner CFP®

Work with a certified financial planner 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


More details Book an appointment

Find a branch

memberSHARE eligible

Earn when you save
Financial planning services are memberSHARE eligible. Earn cash bonuses every year when you bundle qualifying products.

"I'm happy to be on a program where I earn more than I expect each year."

- Sara J.

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Investment advice

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, and geographically, by investing in both domestic and foreign markets. Work with a financial planner to align your goals, priorities, risk tolerance, and investment style to your portfolio.

Book an appointment

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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

Member stories
How Kaley saved her inheritance

"In 2016, I inherited $15,000 from my grandpa. At 21, I really didn’t know what to do with the money, and as long as I had it in my savings account I was constantly tempted to spend it.

My parents have been going to Jennifer at ACU for financial planning and recommended I meet with her. She helped me set up a TFSA and invest in a few mutual funds.

She also helped me set up $25 per month for my investments straight from my chequing account. It’s not a lot, but it’s been adding up and I’m getting close to having a down payment for a condo."

Book an appointment


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Investment tools 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.

Choose Aldergrove Credit Union

Earn cash back

Earn bonuses and rebates on products, plus dividends on equity shares paid annually.

3,600+ ATMs

Access your money across Canada with over 3,600 free ATMs and six 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

Email

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

Call

Monday - Friday
8:30 am - 5 pm
Saturday 8:30 am - 3 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 Inc.

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