Envision Financial

Investment Products

All Envision Financial investment products include:

  • Competitive rates
  • Various options for different
    risk tolerance
  • 100% deposit guarantee†
  • Registered or non-registered options
  • Peace of mind

Unlimited Chequing for Business®

Only $30/month, for all your business banking needs!

Learn more

Diversified Plans

At Envision Financial, 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!


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.

†The Credit Union Deposit Insurance Corporation of British Columbia, a statutory corporation, fully guarantees all BC credit union deposits. Credit Union equity shares and investments such as mutual funds or RSP equity plans are not covered by deposit insurance.