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.

Online Trading

Take control of your investments, save money and gain the flexibility to trade wherever you have access to the web with Credential Direct®.

Whether you manage all or a portion of your portfolio, trading online puts you in the driver’s seat. And, with up-to-the-minute research and powerful trading tools, spotting opportunities and making informed investment decisions has never been easier.

Taking a do-it-yourself approach to your investment portfolio means significant cost advantages over traditional brokerages because you don’t pay for advice or servicing of your account. And, with equity trade commissions of $8.88, you’re sure to save big.

Online trading gives you 24/7 access to your account so you can move money, open a new account or check on your investments quickly – anytime, anywhere.
Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential, Credential Securities and Credential Direct are registered marks owned by Aviso Wealth Inc. and are used under license.