Our Partners in Wealth Management

Introducing Credential Financial

Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Credential, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit  unions and their members. Credential advisors can be found in all of our branches, providing investors with expert advice and guidance on growing and protecting their money.  Here at Your Credit Union we offer investors  access to the following Credential services:
 
For help building a mutual funds portfolio

Online brokerage for self-directed investors


For more information on Credential, or on building and protecting your wealth, talk to one of our in-branch Wealth Consultants.

A diverse investment plan

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors.

Our seasoned Wealth Consultants have access to thousands of quality mutual funds from top performing fund families like:

•NEI
•AGF
•Franklin Templeton
•Invesco Trimark
•Fidelity

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.  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 insured nor guaranteed, their values change frequently and past performance may not be repeated.  Contact us today to discuss the best mutual fund investment for you.

 

Step 1:
and follow the on-screen instructions to register:

  • Select Credential Asset Management Login button above
  • Click on Register Here
  • Verify your information and create a password
  • Invitation Code: welcome
  • Account Number: Any of the account numbers on your statement

Step 2: Sign up for e-Statements

  • Log in to Credential Online and go to My Profile > Preferences to sign up for e-Statement delivery and follow the steps to verify your email address.

Questions?  Contact Client Care at 1.855.714.3800 or email clientcare@credential.com

 

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Ethical Funds and Northwest Funds are divisions of NEI Investments L.P. Northwest Funds, Aiming for Better Returns with Less Risk, ®Ethical, Ethical Funds, Ethical Growth Fund, and Make money. Make a difference. are registered marks and trademarks owned by Northwest & Ethical Investments L.P.
 

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