Mutual Funds

Mutual Funds* are available to Kawartha Credit Union members through our partnerships with Credential Asset Management Inc. and Credential Securities Inc.

A Credential Asset Management Inc. Mutual Funds Investment Specialist or a Credential Securities Inc. Investment Advisor can provide you with the opportunity to purchase top quality mutual funds with names you'll recognize like AIM Trimark, AGF, CI, Fidelity, Franklin Templeton and Mackenzie to name a few.

They can help create an investment plan to meet your financial goals through the use of: investments, estate planning, retirement planning and more.

Credential® is a registered trade mark owned by Credential Financial Inc. and is used under licence.

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Credential Securities is a Member of the Canadian Investor Protector Fund.