Create a customized wealth portfolio
Reaching your financial goals is easy with Credential Securities® Investment Advisors at Affinity. Credential Securities has access to thousands of stocks*, bonds* and mutual funds* to build a powerful and diverse investment plan. Their approach and advice is comprehensive, backed by in-depth research and expertise, and most importantly, it’s personal.
Credential Securities can help you with:
- Portfolio reviews
- Retirement savings and income planning
- TFSAs, RRSPs, RRIFs and more!
Give us a shout at 1.866.272.2521 for more information and to set up a meeting with one of our Credential Securities Investment Advisors.
*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. Credential Securities is a registered mark owned by Aviso Wealth Inc.