Mutual Funds & More

As part of our commitment to helping you achieve more with your investments, we’ve partnered with Credential Asset Management Inc. and Credential Securities Inc. to give you access to a full-range of investment products and services designed to fit your life, goals, risk tolerance and budget.

Our Credential Investment Professionals 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.


Mutual funds and related finacial planning services are offered through Credential Asset Management Inc.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Online investing with Qtrade Investor

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

If you prefer to self-manage your investments, Qtrade Investor empowers you reach your investment goals:

  • Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds commission free.
  • Outstanding service: Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.
  • Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
  • Convenient access: Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Mobile for iPhone, iPad, and Android.
  • Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Find out how Qtrade Investor can help you reach your financial goals.
 
  

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.


Credential Asset Management Inc., Credential Qtrade Securities Inc. are wholly owned subsidiaries of Aviso Wealth Inc.