Our goal here at Mennonite Trust Ltd. is to bring financial peace to each of our clients. Our investment products are designed with that in mind.
With a variety of products and with competitive fees and interest rates, we can help you succeed, both in setting financial goals and reaching them.
At Mennonite Trust we believe that the best financial plans are personalized. We want to learn about you, your current needs and your goals for the future. We consider all aspects which will contribute to your success and financial peace, including tax matters, your risk appetite, debt load, and family needs.
Whether you are just starting to invest or have many years experience, we value your involvement and will give you the tools to succeed. Let a trained professional at Mennonite Trust help you learn more about how to invest your money wisely.
Studies show that those who use an advisor, consistently experience significantly higher returns than those who go it alone. To learn more about building a better financial future click here.
The following are some of the products which we offer with MTL.
Investor’s Choice Accounts
Investor’s Choice Accounts are ideal for clients who need a portion of their portfolio available on demand, yet want a competitive interest rate on their savings. Click here for Rates.
Funds can be deposited or withdrawn at any time, without penalty. Investor’s Choice Accounts with a minimum balance of $5,000 have no monthly charges.
Here at Mennonite Trust, we offer competitive rates on regular savings accounts and junior accounts.
Special rates for seniors are also available. Click here for Rates.
We offer both short-term (30-364 days) and long-term (1-5 years) Guaranteed Investment Certificates (GICs). Long-term GIC interest payments are available monthly, quarterly, semi-annually, annually, or compounded and paid out at maturity. Click here for Rates.
Various products exist to maximize your after-tax dollars for the future. We are pleased to offer you professional advice on which registered product is most suitable for your situation.
Talk to us about the advantages of a Registered Education Savings Plan (RESP). A portion of your contributions will likely include a matched contribution from a Canada Education Savings Grant (CESG). Upon attending post-secondary school your child will have access to the amounts you’ve saved as well as the CESG amounts.
A tax-free savings account (TFSA) is a tax-advantaged investment option. Each year, you may contribute a prescribed amount to your TFSA. If you haven’t maximized your contributions to your TFSA, you may be paying more tax than necessary.
A TFSA can hold most of the same investments other registered accounts can. Any income, dividends, or growth earned by those investments is exempt from taxation when held in a TFSA. We can help you make the right contribution amount and invest in the product best suited for you.
RRSPs and RRIFs 1
The accounts and products we offer at Mennonite Trust, such as GICs and Investor Choice Accounts, can be held within Registered Retirement Savings Plans (RRSPs) and within Registered Retirement Income Funds (RRIFs).
In addition, through our dealer, Desjardins Financial Security Investments Inc.3 (DFSI), Mennonite Trust is also able to offer a wide range of products for your long and short term needs. We can craft a personalized retirement plan for you to match your risk profile and investment horizon.
Mutual Funds allow investors to benefit from professionally managed portfolios, whether held with registered products or within an open account. Mutual funds are offered through our dealer Desjardins Financial Security Investments Inc.3
There are various types of mutual funds and it can be a daunting task to try and determine which ones are right for you. Let our mutual funds advisor, Russ Willems, help you excel financially.
Contact Russ Willems, B. Comm CFP®
Email: Contact Russ
1 RRSP & RRIF accounts and mutual funds are offered by Mennonite Trust through our dealer Desjardins Financial Security Investments Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus before investing.
2 Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
3 Mutual funds distributed through Desjardins Financial Security Investments Inc. Tax Preparation services are provided through Mennonite Trust Ltd.
DFS Investments Inc. Presentation and Legal Disclaimer
Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance4DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.
In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.
Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance4, and their value is subject to market fluctuations.
4 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Personal. Professional. Purposeful.