Investing and Wealth

Explore tomorrow’s dreams with a little You Time today. Investment planning with a Libro Coach is You Time.

Book time with a Libro Coach who cares, to better understand your options, build your confidence, and plan how to achieve your hopes and dreams through investing.

Talk to a Coach

Why Invest at Libro

Whether you’re saving for a big purchase like a trip, education funds for children, or retirement, you’ll get tailored advice in plain language to help you reach your investment goals; no matter what they are.

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Investing Options to Fit Your Lifestyle

We help you find an investment strategy that works with your life now, and your vision for the future. Your needs always come first, be it with one-on-one Coaching or with some do-it-yourself investing along the way.

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Personalized Coaching

You have access to an expert Libro Coach. They listen, educate and simplify your future. What motivates you — motivates our Coaches

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Responsible Investing

Libro is the first Canadian Credit Union to exclusively offer responsible investing. With responsible investing you can invest your money in products that are working towards a better tomorrow while making competitive returns.

Ways to Invest

Whether you’re looking for wealth management services, personalized investments for TFSAs, RRSPs, RESPs, GICs, or online investing, Libro helps make the most of your investments.

INVEST WITH A COACH

Personalized Investing

Securing Your Future

We understand your journey. Save for education, vacation, or retirement with a Libro Coach.

Invest in TFSA, GIC, RRSP and more.

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Wealth Management

Setting You Up for Success

Specialized investment planning for those with greater than $500,000 in investable assets or complex tax and succession planning needs.

Our experts can help.

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INVEST ON YOUR OWN

Qtrade Guided Portfolios™

Automated Online Investing

Digital advice, or robo-advice, from Qtrade Guided Portfolios is a simple online investing service that provides you with a professionally-managed, low-cost portfolio to match your personal financial goals. Automated periodic re-balancing continues to meet your chosen goals as markets change.

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Qtrade Direct Investing™

Do-it-Yourself Online Investing

Qtrade Direct Investing gives you the power to invest for your future, whether new to investing or a seasoned expert. Confidently buy & sell stocks, bonds, ETFs and mutual funds with low trading fees. Award-winning portfolio analytics tools and comprehensive market research support your financial goals.

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Helpful Tools and Resources

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Financial Planning Calculator

See charts that show how much you need to save to reach your goal.

Reach My Goal
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Retirement Planning Calculator

See how long your money will provide you with an annual income.

Will My Money Last?

Investing Calculator

See how missing the best performing months in the market can affect growth.

Stay Invested
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All Calculators

Libro has more calculators to help you understand different investing decisions.

Explore Calculators

What is Responsible Investing?

As of 2021, all new mutual fund accounts at Libro include the incorporation of environmental, social and governance factors (ESG) in the management and selection of investments.

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Success Stories

“My Libro Coach helped me find ethical investment funds that ensure that my savings are also aligned with my values… The Libro team members always have a smile and desire to help, and I know they will go above and beyond to ensure my banking needs are met.”

Skylar

“We could not be happier with all the Libro team we have encountered. Our youngest daughter has switched to Libro as well. One of my favorite books is The Joy of Cooking, who knew there was a story called The Joy of Banking. Thanks, Libro!”

Deborah and Randy

“My Libro coach has always gone above and beyond to reach out to me regarding my banking, goals, and investments. I have been a client of Libro since I was a child with a youth account and I have been a loyal client ever since… I would recommend this credit union to anyone looking for a new banking provider!”

Robyn

 

Mutual funds are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write Your Own Future are trade names and/or trademarks of Aviso Wealth Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

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