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​Mutual Funds, Stocks & Bonds

Investment solutions that match your needs

A Mutual Fund is a great way to diversify your portfolio. There are many categories of mutual funds to choose from, including equity funds, fixed income funds and balanced funds.

Features: 

  • Simple to buy

  • Good for adding variety to your portfolio

  • Help save for important goals, like retirement or your children’s education

  • Managed professionally by experienced wealth advisors  


Stocks

Stocks allow you to benefit from the success of a company either through dividends or capital gains. They can be purchased through equity mutual funds or exchange traded funds via Credential Securities. 

Good for you if: 

  • You want higher returns
  • You have a longer time frame
  • You can take on a level of risk 

Bonds  

If you’re looking for more conservative investing options, bonds are likely a good option. Typically issued by federal, provincial or municipal governments, bonds are guaranteed. 

Good for you if:  

  • You want less risk
  • You prefer stability
  • Have a conservative investing profile

​About our online brokerage partner  

Credential Securities is a national wealth management provider founded by the Canadian credit union system. For over 25 years, their team of 1,400+ advisors have built strong relationships with over 220 credit unions across Canada. Credential is part of the Aviso Wealth group of companies. Their Investment Advisors will help you find the perfect balance of investments to get you to your investing goals.  

​Need a hand?

Make an appointment with an experienced member of our investment team today. 

They can help with:

  • Investment Planning
  • Education Planning
  • Retirement Planning 

​How much can I save?

Our handy Savings Calculator will help you estimate how your investments will grow over time. 

Have an existing account?

Need to sign up for an account?

Helpful articles and resources  

​How to Create a Rainy Day Fund

​Quick tips to pay off debt with goals, a budget, and a plan.

​Create a Winning Budget

​Keep your spending in line with these helpful budgeting tips.

​Investing for Beginners



​Learn more about the different investment products and how to balance them like a pro.

Contact us 

Have a question? Connect with a member of our team by phone, in-person or online. The choice is yours.