Wealth and Portfolio Management

Personalized Strategies
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.

Investment Professionals
Working with an investment professional can help you define your goals and develop a strategy and offer access to investments that match your risk tolerance and time horizons. In addition to offering sound advice, your planner can also help you access many types of investments including mutual funds, segregated funds, stocks, bonds, managed accounts as well as socially responsible investment options.

Assiniboine Financial Group

For clients with more complex investment portfolios, Assiniboine Financial Group (AFG) — our wealth management division — works to provide comprehensive planning and investment services.


In-Branch Wealth Services

Get expert advice for your personal financial planning and investments, and be in better shape for the future. Our wealth consultants and mutual fund investment specialists are ready to help.


*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds, cash balances and other securities are neither insured nor guaranteed, their values change frequently, and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc. offering financial planning, life insurance and investments to members of credit unions and their communities.

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

 

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