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

Dawn Perrin
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 768-1408
Dawn.Perrin@diamondnorthcu.com

Karissa Little
Mutual Funds Investment Specialist
Credential Asset Management Inc.
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(306) 768-1407
Karissa.Little@diamondnorthcu.com

Karla Morris
RIS, Insurance Advisor/Investment Advisor
Credential Financial Strategies Inc. & Credential Securities
Credential Financial Strategies Inc. & Credential Securities
.
(306) 862-8160
Karla.Morris@diamondnorthcu.com

Laurell Lloyd
Mutual Funds Investment Specialist
Credential Asset Management Inc.
.
(306) 724-8376
Laurell.Lloyd@diamondnorthcu.com

Sheri Baker
Mutual Funds Investment Specialist
Credential Asset Management Inc.
.
(306) 765-1323
Sheri.Baker@diamondnorthcu.com

Tanya Hamilton
Wealth Specialist
Diamond North Credit Union
.
(306) 862-0736
Tanya.Hamilton@diamondnorthcu.com

Trina Holmes
Mutual Funds Investment Specialist
Credential Asset Management Inc.
.
(306) 862-0747
Trina.Holmes@diamondnorthcu.com
.
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More Investment options:

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.