Brokerage

Reaching your financial goals is easy with our brokerage options. Get started online or in person, whichever you prefer. Whether you’re a seasoned investor or a first timer we have powerful tools to help you build a well-diversified investment plan.

Brokerage

Online brokerage*

The power of online trading. The values of your credit union.

Our online brokerage partner, Credential Direct, has it all – fair pricing, excellent service, and a wealth of resources to make investment decisions easier.

  • Online trading that’s accessible to more Canadians
    Investors pay just $8.88 per trade – regardless of account size or trading activity.
  • Pricing that’s straightforward and easy to understand
    When it comes to fees, what you see is what you get. There are no platform, subscription or hidden ECN fees.
  • Excellent value. Excellent service
    It’s a discount brokerage – but they don’t skimp on service, research or tools! Credential Direct delivers unrivalled service and access to premium tools and timely research to everyone, completely free!
  • Cooperative roots, credit union values
    Owned and operated by the Canadian credit union system, Credential Direct is the online brokerage of choice for credit union partners and their members.

Visit credentialdirect.com to learn more or open an account today.

Full service brokerage*

Our team of Credential Securities® wealth consultants have access to thousands of stocks, bonds and mutual funds to build a powerful and diverse investment plan. 

Our approach and advice is comprehensive, backed by in-depth research and expertise, and most importantly, it’s personal.

We help you with:

  • Portfolio reviews
  • Retirement savings and income planning
  • TFSAs, RRSPs , RRIFs  and more

Call our Contact Centre at 1.866.863.6237 for more information and to set up a meeting with one of our Credential Securities Wealth Consultants.

*Mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct, a division of Credential Securities Inc., which operates as a separate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential Securities is a registered mark owned by Credential Financial Inc. and used under license.