Secure rates with the flexibility to access your funds.
|Great for saving for short term goals and earning a guaranteed interest rate.|
Expand your investments with professionally managed mutual funds and the expert advice of a
Certified Financial Planner® Professional.
|Ideal for diversification and greater growth potential.|
RRSPs, TFSAs, and RRIFs provide retirement savings with tax benefits.
|Tax-deferred compounding grows your retirement savings faster.|
CFP®, CIM®, RIS, BA
Mutual Fund* Investment Specialist
Community Savings Credit Union
Credential Asset Management Inc.
Certified Financial Planner® Professional
Email Phi today!
About Credential Asset Management and Credential Securities Credential Asset Management and Credential Securities are part of Aviso Wealth Inc., the national full service wealth management provider founded by the Canadian credit union system. Aviso Wealth Inc. has been providing wealth management services for the Canadian credit union system for over 25 years and has over $60 billion in assets under administration and management.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Those companies are members of Aviso Wealth 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, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.