Investing




Investing in your RRSP? Talk to someone who’s invested in you.

Investing? Talk to someone that’s invested in you. At OMISTA, we offer a comprehensive range of investment products and services to suit your needs and the financial expertise to help achieve your savings goals. From saving for your golden years to saving for a rainy day, having a plan for your money is key. Whether you’re just beginning to save, or you are approaching retirement, we can help.

Whether you’re just beginning to save and looking for a Tax-Free Savings Account or approaching retirement and looking for more information on opening a Registered Retirement Income Fund, we can help.



View our current investment rates here.

  • Investment Planning
    • Financial services and solutions designed specifically for your lifestyle and life stage.
  • Term Deposits
    • Provides a secure, worry-free investment for long term funds.
  • TFSA
    • Earn tax-free investment income to more easily meet lifetime savings needs.
  • RRSPs
    • With careful long-term planning you can accumulate enough savings to enjoy retirement.
  • RRIFs
    • Living well during your retirement means managing your retirement income wisely.
  • RESPs
    • Prepare for your childrens pursuit of a higher education.
  • Mutual Funds
    • Mutual Funds offered through either ACHIEVE Financial or Dave Gorman Financial Strategies of Worldsource Financial Management Inc.,  combine the benefits of diversification and professional management with being affordable to the average investors.
Not sure how to get started or need expert, honest advice? Our financial experts are here to help.

Get in touch with one of our financial experts today to get started today.

*Conditions apply, limited time offer. GIC, RRSP, TFSA, LIF and RIFF all eligible.

Member of the New Brunswick Credit Union Deposit Insurance Corporration. nbcudic.ca

 
ACHIEVE Financial of FundEX Investments Inc.
 Mutual Funds are offered through ACHIEVE Financial and FundEX Investments Inc. 

Dave Gorman Financial Strategies of Worldsource Financial Management Inc.

Mutual Funds and some Segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Dave Gorman Financial Strategies Inc.
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. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrant, and is not responsible for any other business interests and activities undertaken by its Registrant or by OMISTA credit Union. Worldsource Financial Management Inc. will not be held liable for any software damages resulting from the use of this website.