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).
Northwest & Ethical Investments
About Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P. is a credit union and caisse-owned mutual fund provider, sharing values with our cooperative ownership, and rooted in serving the real-life investment needs of Canadians. The mission of Northwest & Ethical Investments L.P. (NEI) is to provide high quality, multi-brand investment solutions. The Ethical Funds and Northwest Funds product suites provide investors with a full range of fund management styles as well as conventional and sustainable investment choices.
NEI contracts some of the best forward-looking investment managers in the industry, and employs Canada’s largest in-house Sustainable Investing Team with unparalleled expertise. Every investment offered by NEI is committed to producing outstanding long term performance and high-end risk management – for both your portfolio and for your values.
The NEI products are supported by a Canada-wide team of professionals all working to provide the highest levels of customer service to advisors and investors alike. NEI’s unique ownership structure is emblematic of this commitment.
NEI is owned 50% by the Provincial Credit Union Centrals and 50% by Desjardins Group, united in their focus to strengthen and serve the cooperative financial movement across Canada. This backing of experience and vast resources provides economies of scale and allows NEI to actively support business growth in these networks as well as independent advisor channels.
For more information, visit us at northwestethical.com.
Golden Opportunities Fund Inc.
The Golden Opportunities Fund is Saskatchewan’s #1 selling labour-sponsored investment fund. It has experienced consistent growth since inception. Investing in a Golden Opportunities Fund can provide you with a 35% tax credit on your investment.* Click here for more details.
Some conditions apply. For more information, contact a Credential Asset Management Mutual Funds Investment Specialist at Affinity Credit Union.
*Golden Opportunities offers up to 35% in tax credits to residents of Saskatchewan. Tax credits are available to investors provided that the fund is held for at least eight years from the date of purchase. Mutual funds are offered through Credential Asset Management 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 are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
SaskWorks Fund
The SaskWorks Venture Fund is Saskatchewan's top performing Labour Sponsored Investment Fund. Since 2001, SaskWorks has experiences continued growth in sales. Investing in a SaskWorks fund can provide investors with a 35% tax credit.* Click here for more information.
Some conditions apply. For more information, contact a Credential Asset Management Mutual Funds Investment Specialist at Affinity Credit Union.
*SaskWorks offers up to 35% in tax credits to residents of Saskatchewan. Tax credits are available to investors provided that the fund is held for at least eight years from the date of purchase. Mutual funds are offered through Credential Asset Management 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 are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
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.
About NEI Investments
NEI Investments makes excellent, independent portfolio managers accessible to Canadian investors through two award-winning fund families: Northwest Funds and Ethical Funds. Our truly active management approach and our relentless focus on risk management are designed to deliver unique investments that outperform in the long term and provide peace of mind to investors.
NEI Investments is also home to Canada’s leading team of socially responsible investing specialists who provide environmental, social and governance analysis for Ethical Funds, the number one socially responsible mutual fund family in the country.
Investment solutions
Every investment product offered by NEI is committed to producing outstanding long‐term performance and high‐end risk management. We engage some of the best, most forward‐looking investment managers in the industry today. These managers are chosen through a rigorous selection process and managed through ongoing monitoring.
NEI Investments provides investors with a wide selection of stand‐alone funds and managed solutions covering all major asset classes, investment styles and geographic regions.
Northwest Funds
Ethical Funds
NEI Select Portfolios
For more information, visit us at NEIinvestments.com.
Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. NEI Investments, Northwest Funds and Ethical Funds are registered marks and trademarks owned by Northwest & Ethical Investments L.P.
*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 Canadian Investor Protection Fund. 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.