Mutual Funds*
We provide access to a wide range of mutual funds to suit your personalized investment plans. If socially responsible investing is important to you, we can help.
To discuss the options that are best for you, contact your Credential Asset Management Inc. Mutual Funds Investment Specialist, or Credential Securities Inc. Investment Advisor, by email, or call us at 934-4000 or toll-free at 1-866-8member (863-6237).
® Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence
Credential Select Portfolio Fund
Extra-super-diversity. A Credential Select Portfolio Fund offers the advantage of being a ‘fund of funds’– that is, a mutual fund that invests in several ‘underlying’ mutual funds. So, instead of investing in a single mutual fund, you embrace the diversity, expert management and competitive performance of up to 10 top funds with names you can trust like Invesco Trimark, Fidelity, Franklin Templeton, Mackenzie Financial, and Ethical Funds®.
Which of the four Credential Select Portfolios Funds is right for you? That depends on your investment objectives. Sit down with your Credential Asset Management Inc. Mutual Funds Investment Specialist, or Credential Securities Inc. Investment Advisor, at Affinity Credit Union and talk about your financial future. How old are you? How long do you plan to invest? What’s your attitude towards risk? Based on your answers, your Mutual Funds Investment Specialist, or Investment Advisor, will help you choose among the Conservative, Balanced, Growth or High Growth options.
Credential Platinum List
Through our partnership with Credential Asset Management Inc., and Credential Securities Inc., you can invest in the top performing mutual funds available in Canada. Here are just some of the funds available through a Mutual Funds Investment Specialist or Investment Advisor that have been featured on the Credential Platinum List:
TOP FUND COMPANIES
AGF
AIC
C.I.
Clarington
Credential Select Portfolio Funds
Dynamic
Elliot and Page
The Ethical Funds Company®
Fidelity
Mackenzie
Renaissance
Talvest
Franklin Templeton
Invesco Trimark
Stop in or call 934-4000, toll-free at 1-866-8MEMBER (863-6237) and ask a Mutual Funds Investment Specialist, or Investment Advisor, how you can purchase mutual funds for your investment portfolio, and how you can transfer your portfolio to Credential Asset Management Inc., or Credential Securities Inc.
Ethical Funds Mutual Funds
Save for your future, while your investments work to improve the future for everyone.
The Ethical Funds Company offers Canada's most comprehensive family of socially responsible mutual funds.
There's good money to be made™ with The Ethical Funds Company. Why? Adding values to your investment goals can make a difference. Combining performance with responsibility can help you make money. Good money.
The Ethical Funds Company adds value to your RRSP with:
- A full range of mutual funds in a variety of categories to help diversify your retirement savings portfolio
- Solid financial management by top portfolio mangers with specialized expertise from around the world
- Competitive returns on your RRSP investment
- Investments that work for your future AND for your values
- Socially responsible investing
- Carefully applied ethical principles
The Ethical® Principles:
- Non-tobacco
- Non-military
- Non-nuclear
- Progressive stakeholder relations
- Human rights and equal opportunity
- Progressive environmental practices
Automatic Monthly Payments:
- Take the worry out of investing with an Ethical Funds Pre-Authorized Contribution (“PAC”) Plan.
- Decide on the amount, the frequency, and the funds you wish to purchase, and it happens automatically.
- Contribute as little as $50 per month, or as much as your budget allows.
- Ask your Mutual Funds Investment Specialist, or Investment Advisor, how Ethical Funds can help you save for a better future by or calling us at 934-4000 or toll-free at 1-866-8MEMBER (863-6237).
More information about e-mailing
*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 and not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF. Ethical Funds® are available only to Canadian residents. ®Ethical, Ethical Funds, The Ethical Funds Company and TMThere's good money to be made are registered marks and trademarks owned by Ethical Funds Inc. and are used under licence. ® Credential is a registered mark owned by Credential Financial Inc. and is used under licence.