Investment Products
All Valley First investment products include:
- Competitive rates
- Various options for different
risk tolerance
- 100% deposit guarantee†
- Registered or non-registered options
- Peace of mind
Diversified Plans
At Valley First, our team of investment professionals can help you develop a customized plan to accomplish your financial goals.
Redeemable Terms
- Cashable with no penalty
- Long or short term options
- Competitive rates
- Registered terms
Non-Redeemable Terms
- Maximize returns
- Long or short term options
- Competitive rates
- Registered terms
Mutual Funds
- Funds can be registered
- Can invest as little as $50/month
- Investments match risk tolerance
- Funds are professionally managed
Segregated Funds
- Style of mutual funds
- Safety features built in
- Control your risk
- Insurance guarantee
Stocks & Bonds
- Generate high returns
- Stock diversifying to match portfolio
- Term deposit alternative
- Online Qtrade Investor rated #1 brokerage
Ready to invest? Creating an investment plan with us is easy!
Online
Book an appointment online to meet with an investment specialist to reach your investment goals.
In Person
If you're more comfortable coming in to see us, we'd be happy to open a new investment account for you or make changes to your existing portfolio.
By Phone
If you’d like to call us, here is a complete list of our branch and insurance office numbers.
Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.
†The Credit Union Deposit Insurance Corporation of British Columbia, a statutory corporation, fully guarantees all deposits. Credit Union equity shares and investments such as mutual funds or RSP equity plans are not covered by deposit insurance.
