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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 Investor®

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals:

  • Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds commission free.

  • Outstanding service: Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.

  • Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.

  • Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.

  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.

  • Convenient access: Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Investor for iPhone, iPad, Apple Watch, and Android.

  • Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

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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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