Mutual Funds

For a diverse investment plan

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors.

Our seasoned Wealth Specialists have access to thousands of quality mutual funds from top performing fund families like:

  • NEI
  • AGF
  • Franklin Templeton Investments
  • CI Investments
  • Fidelity Investments
  • Mackenzie Investments

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.

Keep track of your investments with Credential® Asset Management Online!

See your holdings, history, accounts, and more! Contact your Wealth Specialist to get setup or Login here >>


Speak to one of our Wealth Specialists today to find out if mutual funds are right for you

Invest Automatically with a Pre-authorized Contribution (PAC)

Setting up an automatic payment makes 'paying yourself first' incredibly easy! You can have a set amount paid into your mutual fund every pay day, or monthly, or on any schedule of your choice!

Why see a Wealth Specialist?

Enlisting the help of a Wealth Specialist is an effective way to ensure your financial goals, as well as your overall financial health, are on the right track.
Mutual funds 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.
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