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• Registered Plans

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  • Tax-Free
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• Mutual Funds

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Balanced Funds

These funds may invest in a combination of equities, income-oriented investments and money-market instruments to optimize returns.

Features and Benefits

• Access to professional money management.
• Tailored portfolios based on your risk tolerance, time horizon and investment objectives.
• Regular statements and portfolio updates.
• Free annual portfolio reviews.
• Minimum investments start as low as $500.
• Mutual funds may be purchased through automatic payroll deduction.
• Most mutual funds are RRSP, RRIF and RESP eligible.

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 is a registered mark owned by Credential Financial Inc. and is used under license.