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SPECIAL OFFER

INVEST WITH DUCA.
GET $1,000!

Move your investment portfolio of at least $100,000 to one of DUCA’s Wealth partners, Qtrade Asset Management or Qtrade Advisor*, by December 31, 2022 and we’ll put $1,000 in your DUCA chequing or savings account**!

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For an objective, no obligation, and free comprehensive review of your entire financial picture, contact us and discover:

  • Improved tax efficiency
  • Better risk control since risk tolerance often changes over time
  • Re-balancing, as market conditions shift your asset mix off target
  • A full picture retirement plan
  • And for Business Owners: Our review will cover tax efficient ways to take money out of the business, your estate intentions and more
Good advice is golden.

As the investment world rapidly changes, you need to know: Should you pivot, adapt, or hold?

We will keep your email confidential and use it only for communications from DUCA and/or approved partners. We will never sell your email address to outside vendors. In each email you receive, there will be a link to “unsubscribe.”

DUCA is committed to protecting the privacy and confidentiality of your personal information and operates in strict accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). For full details about how DUCA collects, uses, or shares personal information, see our Privacy Statement which is available on our website.
About DUCA’s Wealth Management

In 2021, DUCA’s Wealth Management grew 17% year over year, ranking DUCA second among credit unions in sales growth for the previous 12 months. In addition, the total number of investors grew by 13.8% in the 12 months prior to April 30, 2022. Learn more about DUCA’s Wealth management at duca.com.

Statistics from the Wealth Management Summary provided by Aviso Wealth on Credit Union partner statistics for month ending April 30, 2022
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*Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

The following terms and conditions (“Terms”) for DUCA Financial Services Credit Union Ltd.’s (“DUCA”) apply to the “Advice is Golden” Campaign Offer (“Offer.”)

**DUCA Financial Services Credit Union Ltd. “Advice is Golden” Campaign

Offer

DUCA is offering a cash deposit of $1,000 CAD into an Eligible Member’s DUCA chequing or savings account for transferring in a minimum amount of $100,000 (CAD) into a wealth portfolio with one of DUCA’s Wealth partners, Qtrade Asset Management or Qtrade Advisor.

Offer Period

The offer period begins at 12:00 a.m. on September 1, 2022 and will be in force until 11:59 p.m. on December 31, 2022.

Eligibility

This Offer is available only to residents of Ontario who have reached the age of majority as of the beginning of the Offer Period. Employees, agents, and representatives of DUCA, as well as their immediate family members or other individuals with whom they are domiciled, are not eligible for the Offer.

The Offer is open to both current DUCA Members (determined on the basis of DUCA’s official records and sole discretion) as well as non-Members of DUCA.

Individuals who fulfill the eligibility requirements and otherwise comply with these Terms, as determined by DUCA in its sole discretion, are referred to as “Eligible Members.”

Requirements

To qualify for the Offer and receive a $1,000 CAD cash deposit, an Eligible Member must complete the following:

  1. Move a wealth portfolio with a minimum of $100,000 CAD to DUCA’s partners Qtrade Asset Management or Qtrade Advisor, through a DUCA Wealth Advisor
  2. Retain a minimum of $100,000 CAD in the investment account through December 31, 2024. (See “Two year requirement” below.)
  3. Provide DUCA with a valid email address and written consent to receive email communication about this Offer, in accordance with DUCA’s Privacy Statement.
  4. Become a DUCA Member (if not already) according to DUCA’s Membership terms and conditions found in the Membership Agreements posted at duca.com.
  5. Provide DUCA with a direction on the DUCA chequing or savings account to receive the cash reward.

Limits

There is a limit of one Offer per Eligible Member and two Offers per household.

Fulfillment and Conditions

Payment of Reward: Eligible Members will receive the $1,000 CAD deposit on or before February 15, 2023.

Notification: Eligible Members will be notified by email before the end of the Offer Period of their upcoming cash deposit.

The cash reward must be accepted as awarded and is not transferable or assignable. There are no substitutions for the cash award.

Two year requirement until 11:59 p.m., December 31, 2024:
(a) To avoid return of the Offer funds: If the Eligible Member transfers the portfolio out of the investment account or withdraws all funds from the investment account before 11:59 p.m. on December 31, 2024, then at DUCA’s sole discretion, the Eligible Member may be forfeiting the $1000 CAD.
(b) Until 11:59 p.m. on December 31, 2024, the Member cannot withdraw or transfer out funds from the portfolio to the extent that the withdrawal or transfer results in the portfolio’s value reduction to below $100,000 CAD. If the value of the portfolio reduces due to market performance, that will not affect the Member’s eligibility for the $1,000 CAD award.

Download General Terms & Conditions