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Mutual Funds, Stocks & Bonds

​Investment solutions that match your needs.


Mutual Funds 

They are a great way to diversify your portfolio.

There are many categories of mutual funds to choose from, including equity funds, fixed income funds and balanced funds.​


  • Simple to buy.

  • Good for adding variety to your portfolio.

  • Help save for important goals, like retirement or your children’s education.

  • Managed professionally by experienced wealth advisors. 



Stocks allow you to benefit from the success of a company either through dividends and capital gains.  ​

They can be purchased through equity mutual funds or exchange traded funds via Credential Securities. 

​Good for you if: 

  • You want higher returns.

  • You have a longer time horizon.

  • You can take on a higher level of risk. 



If you are looking for more conservative investing options, bonds are likely a good option. Typically issued by governments and corporations. 

​Good for you if:  

  • You want less risk.

  • You prefer stability.

  • Have a conservative investing profile.


​Make an appointment with an experienced member of our investment team today. 

They can help with:

  • Investment Planning

  • Education Planning

  • Retirement Planning 


​Our handy savings calculator will help you estimate how your investments will grow over time.

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