Planning & Advice

• [Investments]
• [Mutual Funds]
• Ethical Funds
• Credential Direct
• Tax Free Savings Account (TFSA)
• Term Deposits
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Mutual Funds* and Investing

Through our partnership with Credential Asset Management Inc., we provide access to over 3,000 leading mutual funds* that provide a convenient method to diversifying your savings in different types of investments. Choose from:

• AGF
• AIM/Trimark
• Ethical Funds®
• Fidelity
• Franklin Templeton
• and many more.

*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 funds and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in Credit Unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Ethical Funds® are available only to Canadian residents. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.