To meet the demands and needs of members, credit unions must be able to offer investment fund solutions as part of a complete lineup of financial services.
Credential Asset Management Inc. is a mutual fund dealer; our Mutual Funds Investment Specialists work in partner credit unions across Canada.
Through in-depth, proprietary research and a targeted product strategy, Credential® Asset Management Mutual Funds Investment Specialists are able to tailor an investment plan for credit union members at any stage of the financial life cycle.
We support the work of Mutual Funds Investment Specialists by providing the tools to help them succeed in this highly competitive industry. This enables them to:
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