Mutual Funds

Mutual Funds* Expand/Collapse

Hearing that investing in mutual funds is a smart way to build a strong, diverse portfolio and knowing how to do it are two very different things. Our Credential Wealth Management Professionals can help you connect those dots. Not only can we help you understand the world of mutual funds, we'll give you advice in everyday language that makes perfect sense so that you can get your investments growing.   

Through Credential Asset Management Inc. and Credential Securities, we can offer you access to thousands of different funds that:

  • include all of Canada's leading fund families and socially responsible funds
  • can be part of a registered savings plan or stand-alone investments

If you'd like more information on mutual funds or would like to make an appointment to speak with one of our Credential Wealth Management Professionals, contact us.

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credntial Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

*Important Credential® Disclaimers and Disclosures

OnCourse Portfolios* Expand/Collapse

Get all the vital components of successful investing, and the benefits of a managed asset program, in one simple solution with OnCourse Portfolios.

Designed to meet a variety of investment needs, OnCourse Portfolios are expertly managed and effectively diversified – helping you make the most of opportunities in Canada, and all over the world.

With as little as $1,000 to invest, you get access to quality investment solutions made up of a selection of hand-picked mutual funds from award winning asset management firms.

To learn more visit: OnCourseInvestments.com/cornerstone or call 1-855-875-CALL (2255)

*Mutual funds and related financial planning services are ofered through Credential Asset Management Inc. Mugtual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation services before investing. Unless otherwise stated, mutual funds and other securities are not insured no guaranteed, their values change frequently and past performance may not be repeated. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada. ®OnCourse and Credential Securities are registered marks owned by Aviso Wealth Inc.

*Important Credential® Disclaimers and Disclosures

Ethical Funds* Expand/Collapse

As a Credit Union, we're proud of our socially responsible philosophy. We're just as proud to offer our members access to socially responsible investments. Ethical Funds, available through Credential Asset Management Inc. and Credential Securities, is the first socially responsible mutual fund family in Canada. Ethical Fund investments support socially responsible companies that value:

  • their employees
  • high environmental standards
  • efforts to make a positive difference in the world

If you'd like more information on Ethical Funds or would like to make an appointment to speak with one of our Credential Wealth Management Professionals, contact us.

Labour Sponsored Investment Funds* Expand/Collapse

If you are looking for investment opportunities while at the same time supporting industry right here at home, then a Labour Sponsored Investment Fund (LSIF)** is an option to consider. This category of mutual fund is designed to encourage investment into private, small and medium sized businesses. In Saskatchewan, these include SaskWorks and Golden Opportunities.

LSIFs are brimming with advantages for you. Because they are RRSP eligible, you are entitled to receive a 35% tax credit (15% Federal, 20% Provincial).

All that and you'll have a positive impact on Saskatchewan businesses and our provincial economy.

**Labour Sponsored Investment Fund investments are speculative in nature and may not be suitable for all investors.  SaskWorks Venture Fund Inc. and Golden Opportunities Fund Inc. offer a 35% tax credit available to residents of Saskatchewan on investment amounts up to $5,000 per taxation year.  Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase.  Redemption restrictions may apply.

For more information or to book an appointment with one of our Wealth Management Professionals, contact us.

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

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