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Explore your investment options


Term Deposits

Secure rates with the flexibility to access your funds. 

clockIcon Short-to-long-term investing.
personIcon 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.

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

Registered Plans

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

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


Meet with our investment specialist

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Meet with our
investment specialist


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Create a plan that
includes your pensions
and other assets

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

Phi Hoang


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

Certified Financial Planner® Professional

Email Phi today!


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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 other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.