Steel Centre Credit Union has formed a partnership with Celtic Financial Solutions Ltd to provide financial planning services to members. We now have a referral process in place with Celtic Financial that gives our members access to financial products, such as mutual funds and insurance, which we are not permitted to offer. This service is available to everyone with no obligation. We encourage you to see one of our staff to arrange a financial planning appointment.
Celtic Financial Solutions Ltd has a full line of Life, Investment and Disability products as well as Education Plans. Members are now able to obtain:
- Portfolio Protection
- Tax Efficient Income
- Guaranteed Retirement Income
- Family Protection.
Canada’s mutual fund industry has been instrumental in helping individuals save for their future. Mutual Funds provide professional management and diversification to investors. They offer Canadians a superior means of accumulating wealth through a broad range of personalized investment solutions that are based on sound investing principles and are offered in a regulated environment.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities.