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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.​

The Credenital Asset Management Inc. and Credential Securities advisors at Your Credit Union will guide you in developing your mutual fund portfolio.

Features: 

  • 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*

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

Stocks, mutual funds, and exchange traded funds are purchased through the Credential Securites advisors at Your Credit Union.

​Good for you if: 

  • You want potentially higher returns.

  • You have a longer time horizon.

  • You can take on a higher level of risk. 

 

Bonds*

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

Bonds are available through the Credential Securities Advisors at Your Credit Union.

​Good for you if:  

  • You want less risk.

  • You prefer stability.

  • Have a conservative investing profile.

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

They can help with:

  • Investment Planning

  • Education Planning

  • Retirement Planning 

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

 
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​Have an Existing Credential Asset Management Account or Credential Securities Account?

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*Mutual funds are offered through Credential Asset Management Inc.  Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc.  Credential Securities is a registered mark owned by Aviso Wealth Inc.