Full Service Brokerage

Credential Securities

Credential Securities is a full service brokerage dealer that provides members of participating credit unions with investing advice and offers a comprehensive line of investment products.  This includes US and Canadian Stocks, mutual funds, bond and other fixed income investments.

In building the right portfolio for each client, knowledgeable and experienced Investment Advisors can choose from a full range of investment products through a variety of investment vehicles, such as cash and margin accounts (C$ and US$), self-directed RRSPs, Locked-in RRSPs, RRIFs, LRIFs, LIFs, informal trusts, and corporate accounts.

Each of these accounts can hold a variety of investment instruments, including:

  • Equities listed on Canadian and U.S. exchanges, trust units (income, real estate, and business trusts), shares of approved Canadian Controlled Private Corporations, and Initial Public Offerings
  • Money market instruments from a variety of issuers, including Government of Canada Treasury Bills, Canada Savings Bonds (CSBs), and corporate issuers
  • Fixed income securities such as bonds issued by governments, government agencies, high-quality corporations, and mortgage-backed securities
  • 2,500 mutual funds from more than 100 fund families
  • Guaranteed Investment Certificates (GICs) from various national issuers. GICs issued by your credit union can be made available through a separate processing agreement. This separate arrangement enables us to add your credit union GICs to those offered through our Carrying Broker, Pinnacle Correspondent Services (PCS).

For more information or to book an appointment, call 306-862-8162 (toll-free 1-800-286-9041) or visit our office at 100A - 1st Avenue West in Nipawin.

 

 

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. 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 and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.  There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.  Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.

 

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