Our Partners in Wealth Management
Introducing Credential Financial
Your money is important to you, and it's important to us too. That's why we've partnered with Credential, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.
A credential advisor can be found in our branch, providing investors with expert advice and guidance on growing and protecting their money.
Here at the Estonian Credit Union, we offer investors access to the following Credential services:
Helping you build a better mutual funds portfolio
Login to your account here.
For more information on Credential, or on building and protecting your wealth, talk to our in-branch Wealth Consultant.
Heili Orav, MBA firstname.lastname@example.org (416) 465-4659 x. 114 TF: 1-866-844-3828
For a diverse investment plan
Mutual funds combine the benefits of diversification and professional asset management with affordability - making them an ideal solution for many investors.
Our seasoned Wealth Consultant has access to thousands of quality mutual funds from top performing fund families like:
- Franklin Templeton
- Invesco Trimark
Together, she'll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.