Rose Park ~ Austin CU Wealth Management Officer

ROSE PARK, Austin CU's Certified Financial Planner

Rose would be happy to talk to you at any of our Branches or give her a call at 385-6141 to make an appointment.

Paul Davidson ~ Wealth Management Officer

PAUL DAVIDSON , Austin CU's Wealth Management Officer

Contact Paul for all of your Personal, Farm or Business Investment needs at 385.6176.

INVESTMENTS

Products and Services

Financial & Retirement Planning
Whether it comes to purchasing a new car or your first home, raising and educating your children or planning for your retirement, we are here to help you. A good financial plan starts with a mutual understanding of your life dreams, goals and plans; it’s the Life First Financial Planning Approach.

RRSP's
Make regular payroll pre-authorized transfers to your RRSP. Your earnings are tax sheltered as well as your contributions. Watch the beauty of compounding; Make your retirement dollars grow! There's no time like the present to start your retirement plan.

RRIF's
Convert your hard earned RRSP's to a Registered Retirement Income Fund and enjoy retirement years. You have earned it. Sit back while we administer this plan for you

LIF's & LRIF's
Do you have a company pension plan you are undecided about? Consider an Austin Credit Union Life Retirement Fund. Your dollars earn interest while you take advantage of your hard earned pension.

All of the above retirement products are available with variable 1, 2, 3, 4, and 5 year fixed interest rates!

Mutual Funds
Mutual funds are offered through Credential Asset Management Inc.

Mutual Funds are offered through Credential Asset Management Inc. 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 fund and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. ®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence.
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