We realize that long-term investment goals like retirement are important. But so are shorter-term objectives, like saving for a house, car or a dream vacation. Developing a personalized strategy is the key to helping you reach your goals today, tomorrow and for years to come. After all, it’s not how much money you make, it’s how much you keep.

Our investment professionals will work with you to develop a strategy and offer access to investments that match your financial goals, risk tolerance and time horizons. Through Credential Asset Management Inc., Credential Securities Inc. and Credential Financial Strategies Inc., you’ll have access to many types of investments including over 1,800 mutual funds*, segregated funds*, stocks*, bonds, managed accounts as well as socially responsible investment options.

Socially responsible investing (SRI) means considering a company’s social or environmental impact when you are making your investment decisions. It’s a way to invest in your financial future while making a positive difference by supporting socially responsible companies. SRI mutual fund companies focus on environmental, social and governance factors.

We have dedicated SRI specialists on staff who keep up to date with the latest developments in the field. Our SRI specialists, who are also our Credential® investment professionals, can help you match your personal values with the appropriate SRI mutual fund so you receive the benefits of a triple bottom line – social, environmental and financial returns.