Wealth Management

What investment types is 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.

Online Trading Expand/Collapse

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

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Mutual Funds Expand/Collapse

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.

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Mutual funds are offered through Credential Asset Management Inc. On-line brokerage is offered through Credential Direct, a division of Credential Securities Inc., operating as a separate business unit.  Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential Direct is a registered mark owned by Credential Financial Inc. and is used under license.