Mutual Funds

For 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 Credential Asset Management Inc. wealth consultants have access to thousands of quality mutual funds from top performing fund families like:

•NEI
•Fidelity
•CI Investments
•AGF
•Mackenzie


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.  Talk to a wealth consultant today to find out if mutual funds are right 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

 

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 funds securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
 

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