FULL SERVICE INVESTING, EXPERT ADVISE ON STOCKS, BONDS AND MUTUAL FUNDS
Through our association with Credential Securities Inc., you have access to the widest range of investment options available in the industry. Credential Securities is a full service brokerage firm and part of the Credential Group, a collection of wealth management organizations owned by Canada's national credit union system.
IINVESTMENT OPTIONS:
Through Credential Securities, our members have access to:
- Complete and extensive range of mutual funds
- Publicly traded stocks on all Canadian and US stock exchanges
- Federal, provincial, municipal and corporate bonds
- Managed money accounts
- Pooled and wrap accounts
- Tax advantaged investments
PROFESSIONAL SERVICE AND ADVICE:
Our highly trained Credential Securities Investment Advisor will thoroughly analyze your current financial position, investment approach and goals. That way, the investment plan recommended for you will be suited to your situation and based solely on your unique needs. Once your customized portfolio is established, our Investment Advisor will consult with you regularly, monitor your portfolio and guide you toward achieving your objectives.
FREE CONSULTATION AND PORTFOLIO REVIEW:
Are you concerned and unsure about how your investments are performing? Do you know how your mutual funds compare to their peer groups? Are they under performing or are they above average? Is your portfolio compatible with your risk tolerance?
If you would like to know the answers to these questions and more, call and book an appointment with our Investment Advisor, who will gladly meet with you and review your portfolio. There is no cost or obligation and our Investment Advisor will provide the answers you're looking for in an easy understood report.
To book an appointment, call our Investment Advisor, DAVE HENRY, AT 444-7213