Mutual Funds

Mutual Funds are a great way to diversify your investment portfolio while taking advantage of professional asset management. Working with a Credential® Investment Advisor at Northern Wealth Management, we can help you put together a portfolio that suits your needs, goals and risk tolerance.

Northern Wealth Management is proud to offer access to Ethical Funds®—Canada’s first socially responsible family of mutual funds—in addition to thousands of quality mutual funds from top performers including:

  • TD Asset Management
  • AGF
  • Dynamic Funds
  • NEI Investments
  • Fidelity
  • IA Clarington
  • Mackenzie
  • Renaissance Investments
  • Manulife

Please visit your local branch or call 1-866-413-7071 (Mon-Fri, 9-5pm) to talk to a Northern Advisor.

Northern Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Northern Wealth Management are used under license by Credential Financial Strategies Inc.

Mutual Funds are offered through Credential Asset Management Inc. Mutual Funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a member of the Canadian Investor Protection Fund. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.