Get invested today!

Explore your investment options

Term Deposits

Secure rates with the flexibility to access your funds.

	Short-to-long-term investing.
	Great for saving for short term goals and earning a guaranteed interest rate.

Mutual Funds

Expand your investments with professionally managed mutual funds and the expert advice of a
Certified Financial Planner® Professional.

	Long-term investing.
	Ideal for diversification and greater growth potential.

Registered Plans

RRSPs, TFSAs, and RRIFs provide retirement savings with tax benefits.

	Short-to-long-term investing.
	Tax-deferred compounding grows your retirement savings faster.

Meet with our investment specialist

Meet with our
investment specialist

Create a plan that
includes your pensions
and other assets

Build on your successes,
and plan for new life
stages and priorities

Phi Hoang

CFP®, CIM®, RIS, BA

Mutual Fund^* Investment Specialist - Credential Asset Management Inc.
Manager, Financial Planning - Community Savings Credit Union

Certified Financial Planner® Professional

Email Phi today!

604-230-8657

About Credential Asset Management 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 and related financial planning services are offered through Credential Asset Management Inc. 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.