UCU Wealth Strategies Group – Investment Advice to Help You Navigate a Volatile Stock Market

The COVID -19 pandemic has sent shockwaves through the global financial markets. After an 11-year bull market run (with a few blips in January/February 2016 and October-December 2018), the stock market has crossed over to bear market territory- which is defined as the value of stocks dropping by more than 20 percent.

This drastic downturn has created uncertainty about investing in a volatile market. But for those of you with robust savings, this can be a good time to enter the market and buy stocks at a heavily discounted price.

With interest rates on savings accounts at historic lows - investing your savings in stocks or mutual funds could pay a higher rate of return over the long term.

UCU Wealth Strategies Group and Credential Securities can provide expert advice to help you invest with confidence

Long Term Investment - If you have some money saved and are curious about investing, UCU Wealth Strategies Group and Credential Securities will work with you to create a personalized, long term investment strategy that will suit your financial needs.

Evaluate Existing Investment Portfolio - If you currently have an investment portfolio, a UCU Wealth Strategies Group and Credential Securities advisor can look it over and make recommendations to increase the rate of return on your investments.

What to expect when you contact UCU Wealth Strategies Group and Credential Securities

For over 15 years, the UCU Wealth Strategies Group and Credential Securities have been advising UCU Members on how to manage and make the most of their investment portfolios.

The UCU Wealth Strategies Team and Credential Securities can help:

• Set financial goals
• Create a personal investment strategy plan
• Rebalance your investments
• Create an estate plan
• Create a retirement plan

First Meeting – Complimentary Consultation

The first meeting with a UCU Wealth Strategies Group and Credential Securities advisor will be a discovery session.

• You will talk about your financial goals, your investment risk-taking level, and your current financial situation
• Your UCU Wealth Strategies Group and Credential Securities advisor will provide an overview of the next steps in formulating your investment strategy
• There is no fee for the first meeting and no obligation to commit to working with UCU Wealth Strategies Group

For more information about creating a personalized investment plan please visit our website

Disclaimer:

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.