Credential® :: Business Services :: Mutual Fund Dealer Services


	Find the right wealth management solutions

Credential Asset Management Inc. is the principal distributor of mutual funds managed by Northwest & Ethical Investments L.P., Credential EnRich Portfolios, and the Credential Managed Account. We also distribute third-party mutual funds, including top fund families such as AGF, Invesco Trimark, and Fidelity.

Through partnering with Credential Asset Management, credit unions and independent investment firms 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.
	TFSAs

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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		Credential EnRich Portfolios

		Ethical Funds

		Northwest Funds



	To learn more about these services and the Univeris EWMS online trade processing system, contact us at clientrelations@credential.com, or call 1.888.207.8121.


Credential Asset Management Inc. is a wholly-owned subsidiary of Credential Financial Inc. and is a member of the Mutual Fund Dealers Association.