Helping Mutual Funds work for you.

​​For a diverse investment plan.

A mutual fund is an investment vehicle that holds various securities including stocks and bonds.  It is a simple and effective way for investors to pool their money and purchase a wide variety of investments that are professionally managed.

Let's break down the benefits.
​​

Liquid

Thankfully, most funds are purchased and cashed with limited fees or penalties attached, even on short notice.

Diverse

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.

Simple

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.


To Sum it Up

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:

​•AGF
•CI 
•Fidelity 
•Franklin Templeton
•Mackenzie
•NEI*

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

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.

NEI Select Portfolios*

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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*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, mutual funds securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Using borrowed money to finance the purchase of securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. ® Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence. 

*NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. ("NEI LP").  Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. ("Aviso")

Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.


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Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.