Value statement

We provide financial solutions for credit unions. Our 60+ years of experience gives us a unique knowledge of credit unions. This coupled with RBC Wealth Management’s strength, stability and investment platform enables us to offer a large array of products and a level of service that is unsurpassed.

Investment philosophy

Credit Unions are primarily lenders not investors. As such, we embrace the concept of safety and liquidity before yield. The recent shock to the financial system has proven the value of this conservative approach. 

  • Understanding Your Credit Union’s Financial Objectives — We begin by listening to understand your Credit Union’s investment needs.
  • Understanding Your Liquidity Needs — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, we analyze your financial information to match your objectives and liquidity needs with sound strategies.
  • Implementing Thoughtful and Creative Solutions —We develop customized solutions tailored to your objectives and liquidity needs, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your liquidity needs are being met.