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Portfolio Services
Portfolio Services
Professionally Managed Portfolios, Tailored to You.
Vaughan Credit Union’s Portfolio Services are designed for members who want a professionally managed investment approach—without having to watch the markets every day. We help you build a diversified portfolio, monitor it over time, and make adjustments as your life and goals evolve.
Whether you’re investing for retirement, long-term growth, income, or a specific milestone, our portfolio solutions combine disciplined investment strategies with personalized advice rooted in your risk tolerance and time horizon as a Canadian investor.
- Portfolios aligned with your risk profile and time frame
- Ongoing monitoring, rebalancing, and performance reviews
- Available within RRSP, TFSA, RRIF, RESP, and non-registered accounts
Why Vaughan CU
Active Support for Your Long-Term Portfolio
Aligned with Your Risk Profile
We assess your comfort with risk, capacity for loss, and investment horizon, then place you in a portfolio designed to match your personal profile.
Diversified by Design
Portfolios are constructed using diversified holdings across asset classes and sectors to help manage risk while pursuing long-term growth or income.
Ongoing Monitoring & Rebalancing
We regularly review and rebalance your portfolio as needed, helping to keep it aligned with your target mix and long-term strategy.
Clear Communication
You’ll receive clear statements, convenient online access, and the ability to connect with an Vaughan CU advisor whenever you want to review your plan.
Our Process
How We Manage Your Portfolio
Step
Profile & Goal Discovery
We begin with a detailed conversation to understand your goals, risk tolerance, time horizon, existing assets, and overall financial picture.
Step
Portfolio Design & Implementation
Based on your profile, we recommend a suitable portfolio, set up your accounts, and help you transition existing investments where appropriate.
Step
Monitor, Review & Adjust
We continually monitor your portfolio, rebalance when needed, and meet with you regularly to review performance and adjust for life changes.
Portfolio Services
Portfolio Types, Services & How to Get Started
Portfolio Types
- Conservative income-focused portfolios
- Balanced growth and income portfolios
- Growth-focused portfolios for longer horizons
- Diversified ETF or mutual fund-based solutions
- Options across RRSP, TFSA, RRIF, RESP, and non-registered accounts
Key Services & Features
- Professional portfolio construction and recommendations
- Ongoing monitoring, periodic rebalancing, and adjustments
- Regular check-ins and progress reviews with advisors
- Automatic contribution and withdrawal options where available
- Consolidated statements and online account access
- Coordinated planning with your broader financial goals
Getting Started
- Available to Vaughan Credit Union members across Canada
- Initial consultation to understand your investor profile
- Basic identification and account information required
- Minimum investment amounts may apply to some portfolios
- Suitability based on your goals, risk tolerance, and time horizon
- All investments are subject to market fluctuations and product terms
Ready for a More Guided Approach?
Let Vaughan CU Help You Manage Your Portfolio with Confidence
If you’re looking for professional support with building and maintaining your investment portfolio, Vaughan Credit Union’s Portfolio Services can help you stay aligned with your goals—without having to manage every decision alone.
Schedule a Portfolio Services ConsultationTestimonials
What Our Members Say
Real stories from members who’ve trusted Vaughan Credit Union with their everyday banking and long-term goals.
Sarah Thompson
Customer Since 2012“Vaughan Credit Union helped me save for my first home and walked me through every step of the mortgage process. I never feel like just a number here.”
Daniel Rivera
Small Business Owner“The team at Vaughan CU understood my business and approved the financing I needed to grow. It feels like having a financial partner, not just a bank.”