RESPs & Other Options

There are a number of investment options available to make saving for education as easy as possible. Any one of these options, or a combination, could be the right solution for you. Your investment professional can help you determine what will work best for your situation

Registered Education Savings Plans (RESPs)
In-trust Accounts (ITAs)
Formal Trusts
Savings and Investment Accounts
Lifelong Learning Plans (LLPs)

Put the advantage of post-secondary education within reach with NEI Investments *

About NEI Investments
NEI Investments makes excellent, independent portfolio managers accessible to Canadian investors through two award-winning fund families: Northwest Funds and Ethical Funds. Our truly active management approach and our relentless focus on risk management are designed to deliver unique investments that outperform in the long term and provide peace of mind to investors.

NEI Investments is also home to Canada’s leading team of socially responsible investing specialists who provide environmental, social and governance analysis for Ethical Funds, the number one socially responsible mutual fund family in the country.

Investment solutions
Every investment product offered by NEI is committed to producing outstanding long‐term performance and high‐end risk management. We engage some of the best, most forward‐looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring.

NEI Investments provides investors with a wide selection of stand‐alone funds and managed solutions covering all major asset classes, investment styles and geographic regions.

Northwest Funds
Ethical Funds
NEI Select Portfolios

For more information, visit us at NEIinvestments.com.

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. NEI Investments, Northwest Funds and Ethical Funds are registered marks and trademarks owned by Northwest & Ethical Investments L.P.

Call us today at: 1.866.8MEMBER (863.6237) or email: questions@affinitycu.ca

© Copyright 2008 Affinity Credit Union. All rights reserved.

Last Updated: February 1st, 2012