3rd Party Funds

Credential Asset Management Inc. is the Canadian credit union system owned mutual fund dealer, which is part of Credential Financial Inc. a national wealth management provider.

Through our relationship with Credential Asset Management Inc., Community Savings Credit Union can provide access to purchase a variety of mutual funds* with names you will recognize:

  • AGF
  • C.I.
  • Dynamic
  • Ethical Funds
  • Fidelity
  • Mackenzie
  • Franklin Templeton
  • Invesco Trimark

Today, more and more people are turning to mutual funds as a way to save for the future.

When you buy any of the Platinum List Funds through Credential Asset Management Inc., you benefit from expert and ongoing analysis. That's because Credential Financial Inc. has developed a proprietary selection process to assess the 1,000 plus mutual funds available in Canada. The resulting funds in the Platinum List have been selected for being high performing, quality funds.

Credential Asset Management Inc. has relationships with 300 credit unions throughout Canada with a dedicated sales force of over 2,000 Mutual Funds Investment Specialists.

Stop in and ask a Credential Asset Management Inc. Mutual Funds Investment Specialist about how you can purchase Ethical Funds or other mutual funds for your investment portfolio, and how you can transfer your portfolio to Credential Asset Management Inc.

 


* 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 fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual fund values change frequently and past performance may not be repeated.

®Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.
®Credential is a registered mark owned by Aviso Wealth Inc.