| Mutual Funds | |
| Managed Investments | |
| Stocks, Bonds, Fixed Income, and more | |
| Insurance |
 | Mutual Funds | ||||||||
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To purchase mutual funds for your RRSP, non-registered account, RESPs or in-trust account, you have three options: - Contact your local credit union and ask to speak to a Credential Asset Management Inc. Mutual Funds Investment Specialist or a Credential Securities Inc. Investment Advisor. - Contact us at 1.877.384.4225 or 604.714.3802 in the Vancouver area. - Visit Credential Direct® and purchase your mutual funds online. We offer the following mutual funds: | ||||||||
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Credential Select Portfolio Funds A one-stop fund of funds solution for investors seeking a diversified portfolio. |
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The Ethical Funds Company® The Ethical Funds Company is Canada's leading manager of socially responsible investments, offering a range of financial products and solutions to Canadians. | ||||||||||
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Other Mutual Funds We offer over 1,200 top quality mutual funds. This includes some of Canada's leading fund families, such as AGF, AIM/Trimark, Fidelity, and Franklin Templeton. |
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Managed Investments | ||||||||||
| To purchase Managed Asset Products, you have three options: Credential EnRich Portfolios
Credential Managed Account |
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| Stocks, Bonds, Fixed Income and More |
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| To purchase stocks, bonds, fixed income and more, you have two options: | |
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Credential Direct — Online Brokerage Services If you have your own investment strategy, trade online with Credential Direct, one of Canada's leading online brokerages. Credential Direct offers competitive commissions and a full range of powerful trading tools, online quotes, portfolio screeners and more to help you make informed investment decisions. Contact Credential Direct now. |
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Credential Securities® — Full Service Investment Services For comprehensive investment advice, work with the Canadian credit union system's preferred full service brokerage, Credential Securities. Locate a Credential Securities Investment Advisor. |
| Insurance |
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| To purchase life, disability or critical illness insurance, segregated funds or annuities, contact your local credit union and ask to speak to a Credential Financial Strategies representative (all provinces except British Columbia and Quebec). | |
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Prospectus & Reports - PDF | |
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Credential EnRich Portfolios Brochure - PDF | |
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Inside Your EnRich Portfolios - PDF | |
| Credential EnRich Portfolios are available only to Canadian residents. | ||
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Credential EnRich Portfolios are available at a credit union near you. | ||
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View our credit union partners | ||