Mutual Funds

Introducing Aviso Wealth Inc.

Your money is important to you, and it's important to us too. That's why we've partnered with Aviso Wealth, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members. Credential Asset Management Inc. is a mutual fund dealer and a wholly owned subsidiary of Aviso Wealth Inc.

A Credential Asset Management Inc. advisor can be found in our branch, providing investors with expert advice and guidance on growing and protecting their money.

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. 

The seasoned Wealth Consultants have access to thousands of quality mutual funds from top performing fund families like:

  • NEI
  • AGF
  • Franklin Templeton
  • Invesco Trimark
  • Fidelity

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.

Talk to a Credential Asset Management Wealth Consultant today to find out if mutual funds are right for you.

Heili Orav, MBA - heilio@estoniancu.com (416) 465-4659 x 114 TF: 1-866-844-3828
Liisi Lainelo - liisil@estoniancu.com (416) 465-4659 x 119 TF: 1-866-844-3828


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 Asset Management Inc. and Northwest & Ethical Investments L.P are both wholly owned subsidiaries of Aviso Wealth Inc.
 

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