Mutual Funds

Mutual Funds* are a portfolio of stocks, bonds or other securities managed by professional experts. 

Our partnership with Credential Asset Management Inc., a Canadian Credit Union founded system, gives you access to thousands of Canada’s top Mutual Funds* like CI Investments, Fidelity, AGF as well as NEI Investments.

You can also integrate your existing portfolio and mix and match to best meet your financial goals.

Perks of Mutual Funds


​Professionally managed
​investments 

Our Advisors will work with you to find the right Mutual Fund to suit your needs. We’ll ensure your investment is professionally managed and will monitor the markets, so you don’t have to.

​Diversification

One single investment diversified so that all your eggs aren’t in one basket.

​Socially responsible
​funds

Our Advisors will work with you to make sure funds match your values. You will still have the same accessibility to portfolios and diversified investing.

Saving for the Future

Making room for your financial goals can be tricky but saving for the future – your future – should be your top priority. 

*Mutual Funds and financial planning 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. ®Credential is a registered mark owned by Aviso Wealth Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Northwest & Ethical Investments Inc., is a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly-owned subsidiary of Aviso Wealth Limited Partnership (“Aviso Wealth LP”), which in turn is owned 50% by Desjardins Financial Holdings Inc. (“Desjardins”) and 50% by a limited partnership owned by the five Provincial Credit Union Centrals (the “Centrals”) and the CUMIS Group Limited. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.