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Investment Products • Registered Plans • Mutual Funds • Term Deposits • Trade Online with Credential Direct • Wealth Management  Wealth Management Options, Advice & At Your Service. PACE is pleased to announce we have created a new Wealth Management department, with a seasoned team of investment fund advisors dedicated to assisting members with their investment decisions.
PACE's Wealth Management Team
PACE's knowledgeable Wealth Management team are able to assist you with all your investment needs including retirement planning, estate planning, and education planning.
With all the choices available in the investment market today, we are here to help you make informed decisions. What are your long-term goals and what is your risk tolerance? Will you need to access your money quickly, or can you leave major funds locked-in for long periods?
Members can invest with confidence through the credit union because we deliver both the expertise and the personalized attention you deserve.
To contact Julianne Prescott-White, call 905-566-7223 (Matheson Branch).
Contact your PACE Personal Account Manager to book an appointment to review your investment portfolio with us today!
The PACE Wealth Management includes:
- Complimentary financial planning! A free service for all members.
- At your PACE advice! Our Wealth Management team will take the time to review your goals and help you understand your options.
- Convenient! We will meet you at your branch.
- PACE-setting selection! A full range of investment options through PACE and Credential Asset Management.
- Customize your Portfolio! Investment options available for all risk types from conservative to aggressive.
- Easy to begin! As little as $500 to $1000 is required depending on the fund
- Simple to manage! Make regular contributions of as little as $50 a month through our electronic PAC plan.
- RRSP friendly! Higher performance potential for your RRSP or self-directed RRSP.
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