Securing your financial future starts with the advice you need now to make confident, informed investment decisions. Make an appointment with one of our account managers, licenced through our partnership with Credential Asset Management Inc. and Credential Securities Inc., who will guide you through our 3-step plan to define your goals, build your plan, and select the right investment products for you. They're specially trained to ask you the right questions - questions that clarify your investment needs and help you develop your personalized plan.

  • Find out how our socially responsible investing options allow you to put your money to work to build a better tomorrow while earning competitive returns today.
  • Our comprehensive selection of investment opportunities can get your money working harder for you, and your community.
  • For more complex portfolios, our Certified Financial Planners and Credential® investment professionals at Assiniboine Financial Group build on our branch expertise with more in-depth advice and a wider range of investment options.
  • Trade online with Credential Direct® and get free real-time quotes, access to expert advice and more.
  • Get the Group RRSP advice, expertise and investment mix you need from a local, caring company you can be proud to support.

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF. ®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and are used under licence.

 
Good Advice

Designate Your Beneficiaries

Once your financial plan is in place and you're well on the road to meeting your financial goals, there is one more important step to ensuring your peace of mind - designating your beneficiaries.

Be sure you have decided on and spelled out who should receive your remaining registered savings in the event of your death. And be aware that if you marry or divorce, your Designation of Beneficiary will not be revoked or changed automatically. You must complete a new Designation of Beneficiary form. Don't delay, speak to your account manager soon.