Wealth and Portfolio Management

A personalized savings and earnings strategy that's doable and effective

Sure, long-term investment goals like saving for retirement are important. But so are shorter-term objectives, like saving for a house, car or a dream vacation. Working with experts to develop and stick to a personalized strategy is critical in you reaching your goals today, tomorrow and for years to come. Working with an investment professional can help you come to a clearer understanding of your goals. Your planner can help you access many types of investments that match your risk tolerance and timelines, including mutual funds*, stocks*, bonds*, managed accounts* as well as socially responsible investment options.

As the saying goes, it’s not how much money you make, it’s how much you keep. We're here to help you do both.

Assiniboine Financial Group

Protect yourself, your family and lifestyle. Achieve financial security. Retire in comfort. Leave a legacy. Members have many different reasons for wanting to be more wealthy, and we can help with the services of our own Assiniboine Financial Group (AFG).

In-Branch Wealth

We're here and waiting for you, with professional advice regarding financial planning and investments; we can help you get in better shape for the future.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities Inc. Unless, otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

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


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