Credential® :: Business Services :: Full Service Brokerage :: Full Range of Wealth Management
 

Full range of wealth management products and solutions
In building the right portfolio for each client, knowledgeable and experienced Investment Advisors can choose from a full range of investment products through a variety of investment vehicles, such as cash and margin accounts (C$ and US$), self-directed RRSPs, Locked-in RRSPs, RRIFs, LRIFs, LIFs, informal trusts, and corporate accounts.

Each of these accounts can hold a variety of investment instruments, including:
Equities listed on Canadian and U.S. exchanges, trust units (income, real estate, and business trusts), shares of approved Canadian Controlled Private Corporations, and Initial Public Offerings.
Money market instruments from a variety of issuers, including Government of Canada Treasury Bills, Canada Savings Bonds (CSBs), and corporate issuers.
Fixed income securities such as bonds issued by governments, government agencies, high-quality corporations, and mortgage-backed securities.

2,500 mutual funds from more than 100 fund families.

Guaranteed Investment Certificates (GICs) from various national issuers. GICs issued by your credit union can be made available through a separate processing agreement. This separate arrangement enables us to add your credit union GICs to those offered through our Carrying Broker, Pinnacle Correspondent Services (PCS).
Products and services:
   Wealth management products and solutions
  Research & tools
  Back-office support services
  Full support for representatives