Mutual Funds


Need a Professionally Managed Investment?


A Mutual Fund is an easy way to invest in a pool of stocks, bonds, and other investments that are managed on your behalf by an experienced money manager. No matter where you are in your journey, we provide access to a diverse group of mutual funds through Credential Asset Management Inc. that can help you match your investment goals.


Benefits of Mutual Funds


  • Easy to invest and your money is readily accessible

  • Portfolios are professionally managed.

  • Enjoy a balanced or diversified portfolio

  • Access a wide variety of mutual fund options.

  • Minimal investment is required to get started.

  • Socially Responsible Investing (SRI) - invest in companies that share your values.

Ready to Invest?

We will work closely with you to help meet your financial goals, discuss your investment options, and create a personal plan that works for you.

Find Your Way To Wealth In Five Easy Steps


  1. Meet with us: Your journey starts with a meeting where we discuss your goals and dreams.

  2. Analyze your situation: We’ll review your current financial picture and see where you stand financially.

  3. Develop your financial plan: We’ll create a financial plan with strategies and solutions to help you reach your goals, build wealth, and protect what matters.

  4. Implement your plan: Once you approve your plan, we’ll implement it.

  5. Review, monitor, and evaluate: Our team will continue to monitor and fine-tune your strategy to keep you on track.

Still not sure? Take a financial assessment 

See your saving goals visually and use them as a starting point for your investment journey.

Other Ways to Invest With Us

Qtrade Direct Investing™

Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.


We’ve partnered with Qtrade Direct InvestingTM to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.


  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio CreatorTM, Portfolio ScoreTM and Portfolio SimulatorTM, which feature the industry’s most advanced risk analysis and portfolio-building technology.
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.


The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.


Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.


Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write Your Own Future are trade names and/or trademarks of Aviso Wealth Inc.

Digital advice from Qtrade Guided Portfolios™

A smart, easy way to invest
Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth. Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you. Qtrade Guided Portfolios provides:

• A fully automated service so you don’t have to make any investment decisions

• A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries

• Continuous oversight and regular rebalancing by our team of experts

• Mobile apps for tracking your investments

• Friendly support from knowledgeable investment representatives by email and phone


Get started with Qtrade Guided Portfolios today. 

A service you can trust

Qtrade Guided Portfolios is powered by Aviso Wealth Inc., one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.


Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Financial Advisors

Get investment advice from the wealth professionals at Credential Asset Management Inc. through 1st Choice Savings. They will take the time to get to know you, your risk comfort level, and will help you develop an investment plan that works for you.

Best for members who want a one-on-one meeting with a wealth specialist to structure, preserve, and optimize wealth or map out their long or short-term investment goals. 

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.



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