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Find the right wealth management solutions
Since its inception in 1992, Credential Asset Management Inc. has been the principal distributor of proprietary mutual funds managed by The Ethical Funds Company, plus our own Credential Select Portfolio Funds and Credential EnRich Portfolios. We also distribute third-party mutual funds, including top fund families such as AGF, AIM/Trimark, and Fidelity.

Through partnering with Credential Asset Management, credit unions can offer these investment funds to their members within many types of accounts and plans, including:
Informal in-trust accounts.
Nominee accounts.
Corporate accounts.
RRSPs, Self-directed RRSPs, Locked-in RRSPs, Group RRSPs, and multi-fund RRSPs.
RRIFs, LRIFs, and LIFs.
RESPs.
  Find the right wealth management solutions
  Build better portfolios
  Process mutual fund trades online
  Stay up-to-date from the desktop
  Improve client relationship management and increase sales results
 
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