Step 3: Selecting Your Investment Products
We offer access to a full suite of investment options ranging from high interest savings accounts to mutual funds*. Whether you are looking for slow and steady growth, aggressive rates of return or short-term investments, we can walk you through the process of building a portfolio of investment products that will help you reach your goals.
To start planning for your future, talk to your Account Manager. If you have a more complex portfolio, you may benefit from the planning and investment services offered at Assiniboine Financial Group, our wealth management division that works in partnership with Credential Financial Strategies Inc. In addition to skilled financial planning, AFG offers investment and portfolio management, retirement, tax and estate planning.
*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. These companies are members of Credential Financial 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 funds and other securities 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. Credential Securities Inc. is a Member-CIPF.