Mutual Funds
A wide and diverse variety of funds are available either through Ethical Funds or a Credential Multiple Fund Account. A self directed Credential Multiple Fund account lets you invest in mutual funds from Canada's well-known fund companies (Fidelity, Templeton, AGF, Ethical Funds and many more). Our Credential Asset Management Inc. Mutual Funds Investment Specialists are eager to help you organize your investments to help you reach your personal financial goals.
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. ®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under license.
Online Forms
To receive your Member Card® (debit/interac ATM card), please complete, sign and return this document to the Calgary office.
To set up Online Banking, please complete, sign and return this document to the Calgary office.