MUTUAL FUNDS

You can choose from over 2500 mutual funds (provided through Credential Asset Management Inc.), some of which include the family of Ethical Funds® where you’ll know you’re investing in socially responsible organizations.

Who’s eligible?

Any person, member or non-member, can invest in mutual funds as long as they’re at least 18 years old and are residents of Ontario. ‘In trust for’ accounts and RESPs are available for children under the age of majority, but they have to be registered by someone who is 18 years of age or older (usually a parent).

What will we be investing in? Is it hard?

•		We believe in community values. That’s why we’re proud to provide access to Ethical Funds®, Canada’s largest family of socially responsible mutual funds.
•		Credential® Analysts have developed a list of mutual funds that have passed a disciplined selection process, the resulting Platinum List of 40 mutual funds are available through your Credential Asset Management Mutual Funds Investment Specialist.
•		With a Credential Asset Management account you will receive monthly statements when there is activity in the account or at a minimum quarterly statements.

IMPORTANT NOTE: Looking for more investment choice?  See what a Credential Securities Inc. Investment Advisor has to offer. MORE...

*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 Credential Financial Inc. and is used under licence.

®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence.