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Pack Responsibly

Nelson & District Credit Union will strive to provide members with solutions to help them pack responsibly for their unique life-stages and reach their viewpoints. This process is called the Financial Hike.

What is a Financial Hike?

Your Hike starts with identifying your goals. Nelson & District Credit Union will create a personalized guidebook to help you reach them.

Healthy, long-term strategies incorporate all elements of your financial affairs. How you pack one element influences how you pack another. We offer professional financial planning and access to virtually every investment product and service in the marketplace today.

The information below will assist you in considering the best path to take and which guide to choose. Please contact us at thehike@nelsoncu.com for more information.

Trekking the High Road

Trekking the high road

Align your investments with your values and put your money where your heart is!

Social Responsible Investing is nothing more than integrating your values and social concerns into your investments decisions. Social Responsible Investments (SRIs) are normally considered as mutual funds that only buy stocks in companies that are socially responsible. Over the past 15 years the amount of assets invested in SRIs have grown exponentially!

However, Nelson & District Credit Union term deposits are even more socially responsible since your money will be reinvested back into our own local economy and abide by our highest lending standards.

You might have concerns over the nature of a business, environmental practices, labour issues, human rights, animal rights or community relations. Why not speak through your investment decisions?

One should not have to sacrifice returns for ethics. Companies that exhibit diligence, prudence and responsibility for long-term social and environmental advancement are far more likely to succeed. For example, a company with a good environmental track record - saving money through good waste management, less litigation and speedy government approval will be more profitable. There are rewards for good behavior! Nothing speaks as loudly to government & corporations than where you spend and invest your money.

As investment fund advisors, we are able to access all major mutual funds - including SRIs and naturally to our term deposits.
With good planning, we ensure that your portfolio is in-line with achieving your viewpoints.

Contact us at thehike@nelsoncu.com

Added on September 28th, 2007

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