Consider mutual funds for a diverse investment plan
Mutual funds* combine the benefits of diversification and professional asset management with affordability.
Your money is important to you, and it's important to us too. That's why we've partnered with Aviso Wealth, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members. Credential Asset Management Inc. is a mutual fund dealer and a wholly owned subsidiary of Aviso Wealth Inc.
A Credential Asset Management Inc. advisor can be found in our branch, providing investors with expert advice and guidance on growing and protecting their money.
Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. The seasoned Wealth Consultants have access to thousands of quality mutual funds from top performing fund families like:
- NEI
- AGF
- Franklin Templeton
- CI
- Mackenzie
- 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.
Talk to a Credential Asset Management Wealth Consultant today to find out if mutual funds are right for you.
Book an appointment with Baiba today, a Credential Asset Management Wealth Consultant.
Book an appointment with Heili today, a Credential Asset Management Wealth Consultant.