Growing, preserving and sharing what you've earned.

Meet the RapportWEALTH team

Members of Rapport Credit Union are at a distinct advantage. Because we live here too, any long or short-term investment plan we provide you is backed by our in-depth knowledge of the benefits and challenges of life in Ontario.

We know everyone has a unique risk tolerance and corresponding investment style. That’s why we’ve teamed up with asset management and online brokerage services to give you the widest possible range of investing options. It all adds up to confidence knowing you have trusted financial partners to help you get the most out of your investments, from term deposits to registered plans.

And as a Rapport member, you have access to wealth management and financial planning services through our dedicated Certified Financial Planners and Mutual Fund Advisors.

 

Mutual Funds are offered through Carte Wealth Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Rapport Credit Union Limited.

 

 

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Financial Wellness Tool

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