Challenging conventional wisdom

The world of savings can seem abstract and often comes with preconceived notions.
UNI is here to help you make sense of it all.

Whether it's $20, $100 or $500 a month, the most important thing is to put money aside. Let one of our advisors* help you create a budget and a savings strategy.

When it comes to savings, there's no such thing as too small. No matter how much money you have, our experts* will work with you to create a savings plan so you can grow your wealth at your own pace.

You can start saving at any age, and our experts* are here to help you create a plan tailored to your needs.

The bottom line is that everyone can benefit from the advice of our UNI experts*.

They're here to help you improve your financial well-being.

Learn more about saving
and investing

To each their own financial plan**

Whatever your reasons for saving, UNI's wealth management experts* are here to help you create a plan tailored to your situation and financial goals.

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RRSP or TFSA?

It all depends on your needs. An RRSP can help you save for retirement or buy your first home, while a TFSA is ideal for achieving your goals. A combined RRSP and TFSA savings plan helps you grow your wealth and prosper. Let our experts* help you determine which product you really need.

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Invest responsibly

It's easy to invest according to your values! Responsible investing can help you grow your money while promoting sustainability.

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A unique and
personalized service

UNI works closely with its clients to provide personalized support. Our advisors* are attuned to your needs and will help you develop a strategy to achieve your financial goals.

  1. Our experts have effective tools to help them create a customized financial plan** for you.
  2. We have one of the largest wealth management teams in New Brunswick.
  3. Our organization is committed to the economic development of the province and our community.
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Our experts are here to listen to you.

Find an advisor* to help you create a financial plan** tailored to your situation and your financial goals.

Our savings
and investment solutions

At UNI, we know our products inside out, but above all, we know how to tailor them to your budget and your reality.

RRSP

An RRSP is a registered savings plan that allows you to save for retirement. Its main advantage is that the amount contributed is deducted from your taxable income for the given year.

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TFSA

A TFSA is an ideal savings account to help you bring your plans to life—the amount contributed is not tax deductible, but your capital grows tax-free and withdrawals are not taxable.

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RESP

An RESP is a registered savings plan that allows you to save for your children's or grandchildren's postsecondary education. It allows you to take advantage of attractive government grants while your savings grow tax-free.

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UNI products

Let our experts advise you and give you access to effective financial products.

Mutual Funds

UNI offers a wide range of mutual funds and turnkey solutions through Credential Asset Management and Credential Securities.

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Market-linked guaranteed investments

Market-linked guaranteed investments offer a good balance between capital security and attractive returns. The amount you invest is protected and the return can benefit from market growth.

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Guaranteed Fixed-Rate Investments

Guaranteed fixed-rate investments are the only savings products that offer guaranteed principal and interest.

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What is your saving capacity?

Find out how much you can save in just a few clicks.

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Start creating
your financial
plan**.

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location

Find your nearest business location or
contact us for more information.

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Contact

us

Call us at 1 888 359-1357 or fill
out our online contact form.

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appointment

Our advisors* are available to help you
with your savings plan.

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*Credentials Inc. Asset management and / or Securities advisors and experts

** Disclaimer

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are provided only by advisors who have received financial planning certification from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.