financial backup for life

Mutual Funds

Learn how mutual funds* work for you and get commission-free advice about what funds best meet your needs and risk tolerance.

FOR A DIVERSE INVESTMENT PLAN

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. 

Our seasoned Financial Advisors have access to thousands of quality mutual funds from top performing fund families like

  • NEI
  • AGF
  • Franklin Templeton
  • Invesco Trimark
  • Fidelity

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.

CREDENTIAL ASSET MANAGEMENT INC.

With more than 25 years of experience as a national financial services firm, Credential Asset Management is the leading provider of wealth management services to over 200 credit union partners across Canada. Credential Asset Management is part of the Aviso Wealth group of companies. 

All of our Financial Advisors are registered as Mutual Fund* Investment Specialists through Credential Asset Management Inc.

 Talk to one of our Credential Asset Management Inc. advisors today to find out if mutual funds are right for you.

*Mutual funds are offered through Credential Asset Management 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 fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write Your Own Future are trade names and/or trademarks of Aviso Wealth. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP.

Credential Asset Management Inc. and NEI LP are all wholly owned subsidiaries of Aviso Wealth Inc. Aviso Wealth Inc. is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited