Mutual Funds*

Mutual Funds*

For a diverse investment plan

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. 

Our Mutual Funds Representative have access to thousands of quality mutual funds from top performing fund families like:

  • NEI Funds**
  • AGF
  • Franklin Templeton
  • Mackenzie Investments
  • Fidelity Investments

Labor Sponsored Venture Capital Corporations (LSVCC)*** are also available through Credential Asset Management Inc. and are a special class of mutual funds such as:

  • SaskWorks Venture Fund Inc.
  • Golden Opportunities Fund

Together, with the help of our Mutual Fund Representative, we can put together an investment strategy and the right mix of funds to help reach your financial goals.

For more information or to book an appointment with our Mutual Fund Representative at the Churchbridge Credit Union, please contact us.

*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. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

***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 or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated. Golden Opportunities Fund Inc. and SaskWorks Venture Fund Inc. offers 32.5% tax credit available to residents of Saskatchewan. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase. Redemption restrictions may apply. Please read the prospectus available from Credential Asset Management Inc.