Wealth Management

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  heilio@estoniancu.com  (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:

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

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. 

Mutual Funds are offered through Credential Asset Management Inc. and mutual funds and other sercurities are offered through Credential Securities Inc. and Credential Direct, a division of Credential Securities Inc., which operates as a seperate business unit. Mutual funds, other securities and cash balance are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc., is a Member of the Canadian Investors Protection Fund. Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to our members of credit unions and their communities. Credential, Credential Securities and Credential Direct are registered marks owned by Credential Financial Inc.  
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