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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.

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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 >>

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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
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(306) 862-8160
Karla.Morris@diamondnorthcu.com

Sheri Baker

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

Trina Holmes

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

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Danielle Robert

Wealth Specialist
Diamond North Credit Union
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(306) 724-8376
Danielle.Robert@diamondnorthcu.com

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!
Contact your Advisor to set it up!

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.
Book an appointment
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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