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Wealth Management
Wealth Management
Personalized Wealth Planning for Every Stage of Life.
At Vaughan Credit Union, wealth management isn’t just about investments—it’s about helping you build a long-term plan that supports your life, your family, and your future. Whether you’re just getting started, growing your assets, or preparing for retirement, our team is here to guide you.
From RRSPs, TFSAs, and RESPs to non-registered investment accounts and retirement income solutions, we offer a full suite of options with advice that’s clear, practical, and tailored to your goals as a Canadian investor.
- Goal-based financial planning and retirement strategies
- Access to diversified investment solutions and portfolios
- Ongoing guidance from Vaughan CU wealth professionals
Why Vaughan CU
Advice-Centred Wealth Management You Can Trust
Goal-Based Planning
We start with your goals—retirement, a home, education, legacy—and then build an investment and savings strategy around them.
Diversified Portfolios
Access professionally constructed portfolios, GIC ladders, and mutual fund or ETF solutions designed to match your risk profile.
Integrated Advice
We look at the full picture—cash flow, debt, savings, investing, and retirement income— so your plan works together, not in silos.
Member-First Approach
As a credit union, we’re focused on your long-term success—not short-term sales—so our recommendations are always aligned with your interests.
Our Process
How We Build Your Wealth Plan
Step
Discover Your
Goals & Priorities
We begin with a conversation about what matters most—retirement timelines, major purchases, family needs, and how comfortable you are with risk.
Step
Design Your
Wealth Strategy
Together we build a plan that may include RRSPs, TFSAs, RESPs, GICs, managed portfolios, and other solutions aligned with your time horizon and objectives.
Step
Implement, Review
& Adjust Over Time
We help you implement your strategy and then review it regularly—adjusting for life events, market conditions, and changing priorities.
Wealth Services
Accounts, Solutions & Getting Started
Investment & Savings Accounts
- Registered Retirement Savings Plans (RRSP)
- Tax-Free Savings Accounts (TFSA)
- Registered Education Savings Plans (RESP)
- Registered Retirement Income Funds (RRIF)
- Non-registered investment accounts
- High-interest savings and GIC options
Planning & Advisory Services
- Retirement income and decumulation strategies
- Savings plans for major life goals (home, education, travel)
- Risk assessment and portfolio recommendations
- Tax-efficient investment strategies (where appropriate)
- Estate and legacy planning support in partnership with specialists
- Regular portfolio and plan reviews
Getting Started
- Available to Vaughan Credit Union members across Canada
- Initial conversation to understand your financial picture
- Basic ID and account information for new memberships
- No minimum wealth requirement to start a conversation
- Some investment solutions may have minimum deposit amounts
- All recommendations are based on your goals, risk tolerance, and timelines
Start Planning Today
Build a Wealth Strategy with Vaughan Credit Union
Whether you’re saving for retirement, building an investment portfolio, or planning for your family’s future, Vaughan CU’s wealth management team is here to help you make confident, informed decisions at every step.
Schedule a Wealth Management 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.”