Mutual Funds, Stocks and Bonds*

Stocks, bonds, mutual funds — it all sounds so complicated, but it doesn't have to be. That's where we come in. Our Financial Consultants and Private Wealth Advisors, who are also Credential Securities Inc. investment advisors, can help demystify your investment options so you get the most from your money.

We'll help you set attainable investment goals and provide sound advice to minimize your overall investment risk and increase your potential
for gain.

Mutual funds

Diversify your portfolio with our 1,200+ mutual funds including socially responsible investments and some of Canada's leading fund families.

  • Equity funds invest in stocks traded on stock exchanges in Canada, the U.S. and around the world. These funds may be broadly diversified or may concentrate on a specific country, sector or company size.
  • Income funds invest in income-oriented investments such as bonds, income trusts, preferred shares, mortgages and other securities.
  • Money-market funds invest in treasury bills guaranteed by the government, as well as other money market investments.
  • Balanced funds invest in a combination of equities, income-oriented investments and money-market instruments to optimize returns.

Stocks and Bonds

One of the industry's widest range of investment options in the industry are available to you through Credential Securities Inc:

  • managed money solutions
  • publicly traded stocks on all Canadian and U.S. exchanges
  • government and corporate bonds
  • income trusts
  • preferred shares

Our investment services are provided by Credential Securities Inc, through which you have access to a broad array of investment products.




*Mutual funds, other securities and financial planning are offered through Credential Securities Inc. Commissions, trading commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise states, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.