Mutual funds provide members with the ability to pool their funds in a professionally managed portfolio of investments. In addition, mutual funds provide investors with diversification and flexibility, with automatic contribution minimums as low as $50/month. Mutual funds can be purchased in a lump sum, or over time with a pre-authorized contribution (PAC) plan.
Through our partnership with Credential Asset Management Inc. and Credential Securities Inc. our Mutual Funds Investment Specialists and Investment Advisors can offer you a full selection of mutual funds. You will recognize top quality mutual funds names, such as:
AGF • CI Funds • Ethical Funds® • Mackenzie • AIM Trimark • Fidelity • Franklin Templeton
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential 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, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.