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• Registered Plans

  • RRSPs
  • RRIFs
  • RESPs
  • Locked In Retirement Plans
  • Tax-Free
  • RRSP Loans

• Term Deposits

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  • Escalator
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• Mutual Funds

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  • Credential Asset Management

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  • Investment Options
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Equity Funds

These funds may invest in stocks traded on Canadian, American and stock exchanges around the world. Equity funds range from broadly diversified to concentrated on a specific region or sector. The objective of an equity fund is long-term growth through capital appreciation, although dividends may also be sources of income.

Features and Benefits

• Access to professional money management.
• Tailored portfolios based on your risk tolerance, time horizon and investment objectives.
• Regular statements and portfolio updates.
• Free annual portfolio reviews.
• Minimum investments start as low as $500.
• Mutual funds may be purchased through automatic payroll deduction.
• Most mutual funds are RRSP, RRIF and RESP eligible.

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 license.