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Wealth Management

The range of products, service, tools and expert guidance to help you grow your wealth. 
Happy young couple using a digital tablet together at a coffee shop

Wealth Management

The range of products, service, tools and expert
guidance to help you grow your wealth. 
Young happy couple signing documents to buy new house

Achieving Your Dreams 

More than just investing, Wealth Management is about your vision for your future. It’s identifying your goals and dreams, finding the best path to achieve them, and  then working with you to build a plan to get you down that path. We have a team of advisors with the knowledge you need and we truly believe we succeed when you succeed.

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Mutual Funds

Credential Asset Management Inc. investment accounts can consolidate all of your personal and registered mutual fund investments into one account statement, making investment planning easier and more convenient.

Credential Asset Management Inc. simplifies record keeping and gives you more control of your financial future so you can take advantage of new investment opportunities as they arise.

  • Consolidate your personal and registered mutual fund investments into one account statement.

  • Choose from a myriad of top quality mutual funds with trusted names like Fidelity, Franklin Templeton, CI, AGF, Mackenzie and NEI Investments.

  • Receive regular statements that summarizes your mutual fund portfolio holdings and current market value.

  • Simplify your record keeping and reduce your administration costs.

  • Structure your investment portfolio to match your investment style and goals.

  • For more information, please contact one of the Credential Asset Management Mutual Funds Investment Specialists at Sudbury Credit Union.

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. ®Credential is a registered mark owned by Aviso Wealth Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. ("NEI LP"). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. ("Aviso").

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Qtrade Direct InvestingTM

Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing™ to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.

  • Realize opportunity with industry-leading tools.
    Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.

The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

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VirtualWealth®

VirtualWealth is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.

VirtualWealth offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.

Getting started is easy. Tell VirtualWealth a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and VirtualWealth will do the rest for you.

VirtualWealth provides:

  • A fully automated service so you don’t have to make any investment decisions.

  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries.

  • Continuous oversight and regular rebalancing by our team of experts.

  • Mobile apps for tracking your investments.

  • Friendly support from knowledgeable investment representatives by email and phone.

​A service you can trust.

VirtualWealth is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.

VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

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​Be part of something bigger. Be part of Sudbury Credit Union.