Wealth Management

Which investments are best for you?

Whether you want to try your hand at investing solo or have one of our specialists guide your way, we have a solution for you.

Mutual Funds

The Credential® Asset Management Multiple Fund Account consolidates all your personal and registered mutual fund investments into one account statement, making investment planning easier and more convenient.

Learn More!

Online Brokerage

The power of online trading. The values of your credit union.
Our online brokerage partner, Qtrade Investor, has it all – fair pricing, excellent service, and a wealth of resources to make investment decisions easier.

Learn More!

Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor.  Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc.  Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
 
Meet with a Financial Advisor