Mutual
Funds*
Because Having More Choice Matters
Your Credit Union
Offers You A World of Difference
A mutual fund pools
together money contributed by many investors, which
is then invested on their behalf by professional
fund managers.
Your credit union can provide you
with access to many advantages when it comes
to investing in mutual funds including more options
than other major financial institutions and expert
investment advice available FREE to all members. |
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Through Credential Securities Inc., you have
access to over 3,000 different funds from top mutual fund
companies, like Franklin Templeton, Mackenzie and Ethical
Funds ®.
Come In
and Compare
If you haven't had a chance to explore the credit
union's investment services, we invite you to take
the first step. A Credential Securities Inc. Investment Advisor at your credit union will explain all your
options, create a customized portfolio that you're
comfortable with and answer any questions you may
have. We would be happy to review your current portfolio
statements with you and make suggestions about how
you can improve your overall performance. |
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Consultation services are easy to arrange and
always FREE of charge. And with the credit union, you also
have the extra advantage of consistent, long-term service
from people who know you, understand you, and care about
your financial well-being, as well as having your best interests
at heart (staff do not work on commission).
We look forward to helping you in every way
we can.
MUTUAL FUNDS BENEFITS AND FEATURES
- Great options! Through Credential Securities
Inc., the credit union provides member access to over
3,000 funds to choose from, CLICK
HERE to be connected to the Credential Securities
Inc. website
- More choice! Bigger selection! Banks have
a limited number of their own funds that they offer
- Honest, expert advice! The Credential Securities
Inc. Investment Advisor at your credit union is not on
commission
- Start small! As little as $500 to $1000
is required depending on the fund
- Easy to manage! Make regular contributions
of as little as $50 a month through our electronic PAC
Plan
- RRSP friendly! Higher performance potential
for your RRSP, self-directed RRSP or RESP portfolio
- Customized portfolio! Funds available for
all risk types from conservative to high risk
* Mutual funds are offered through Credential
Asset Management Inc. and mutual funds and other securities
are offered through Credential 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, cash
balances, mutual funds and other securities are not insured
nor guaranteed, their values change frequently and past performance
may not be repeated. Credential Securities Inc. is a Member – CIPF. ® Ethical
Funds is a registered mark owned by Ethical Funds Inc. and
is used under licence.
