Credential® :: Invest With Us

Credential® :: Invest With Us

INVEST WITH US

We offer a variety of registered and non-registered investment, wealth management, brokerage, direct brokerage and insurance services through our partners.

Mutual Funds
Managed Investments
Stocks, Bonds, Fixed Income, and more
Insurance


	Mutual Funds

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 Toll-free: 1.877.742.2900Â or 604.742.2900 in the Vancouver area. - Visit Credential Direct^® and purchase your mutual funds online.
We offer the following mutual funds:

	Ethical Funds. Canada's leading manager of socially responsible investments offers a range of sustainable financial products and solutions to Canadians.
	Northwest Funds. Northwest Funds is committed to a simple investment strategy, to deliver better returns with less risk.
	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.

	Managed Investments

To purchase managed asset products, 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 1.888.207.8121 We offer the following mutual funds:
	Credential EnRich Portfolios Manufactured by Northwest & Ethical Investments L.P., EnRich Portfolios are fully-managed high-end pooled fund wraps offering access to world class investment managers.
	Credential Managed Account A top-tier, fee-based investment management solution. The Credential Managed Account offers a tailored solution for individual investment goals.

	Stocks, Bonds, Fixed Income and More

To purchase stocks, bonds, fixed income and more, investors have two options:
	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.
	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

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).