Thankfully, most funds are purchased and cashed with limited fees or penalties attached, even on short notice.
Because you have a pool of investors buying into a group of different securities, mutual funds assure that your money is well diversified, reducing the risk of your investment.
Gaining access to a wealth of funds is easy and open for all types of investors that would only be available to an individual at a high price tag. A well-balanced portfolio can be made possible with a variety of mutual funds available, and choices are simplified with the help of a qualified wealth consultant.
Mutual funds* combine the benefits of diversification and professional asset management with affordability - making them an ideal solution for many investors.
Our seasoned Credential Asset Management Inc. wealth consultants have access to thousands of quality mutual funds* from top performing fund families like:
Together, they will work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds* for your financial goals.
Managed solutions are essentially a combination of funds that allow for further diversification of your portfolio. Managed solutions can be a great option when it comes to saving money for your retirement. They are wrap products or funds of funds that are professionally managed and selected based on your specific risk tolerance level.
Get all the vital components of successful investing and the benefits of a managed asset program, in one simple solution with the NEI Select Portfolios*.
Designed to meet a variety of investment needs, the NEI Select Portfolios* are expertly managed and effectively diversified - helping you make the most of opportunities in Canada, and all over the world.
With as little as $500.00 to invest, you get access to quality investment solutions made up of a selection of hand-picked mutual funds from award winning asset management firms.
Access to NEI Select Portfolios* is available to members of participating credit unions.
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