| Mutual Funds | |
| Managed Investments | |
| Stocks, Bonds, Fixed Income, and more | |
| Insurance |
 | Mutual Funds |
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| To purchase mutual funds for an RRSP, non-registered account, RESPs or in-trust account, investors have three options: - Contact one of our partners 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. |
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| We offer the following mutual funds: | |
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The Ethical Funds Company® | ||||||||||
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The Ethical Funds Company is Canada's leading manager of socially responsible investments, offering a range of financial products and solutions to Canadians. Northwest Funds. Northwest Funds is committed to a simple investment strategy, to deliver better returns with less risk. | |||||||||||
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Other Mutual Funds. We offer over 2,400 top quality mutual funds. This includes some of Canada's leading fund families, such as AGF, Invesco, Fidelity, and Franklin Templeton. | ||||||||||
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Managed Investments | ||||||||||
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To purchase managed asset products, investors have three options: Credential EnRich Portfolios |
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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, investors have two options: | |
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Credential Direct — Online Brokerage Services If investors have their own investment strategy, they can 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 investors 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, investors can contact their 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 near you. | |||
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View our partners | ||