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.
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.
Learn moreIt 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.
Learn moreIt's easy to invest according to your values! Responsible investing can help you grow your money while promoting sustainability.
Learn moreUNI 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.
Find an advisor* to help you create a financial plan** tailored to your situation and your financial goals.
At UNI, we know our products inside out, but above all, we know how to tailor them to your budget and your reality.
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.
Learn moreA 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.
Learn moreAn 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.
Learn moreLet our experts advise you and give you access to effective financial products.
UNI offers a wide range of mutual funds and turnkey solutions through Credential Asset Management and Credential Securities.
Learn moreMarket-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.
Learn moreGuaranteed fixed-rate investments are the only savings products that offer guaranteed principal and interest.
Learn moreFind out how much you can save in just a few clicks.
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** 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.
