Mutual Funds

Fueling your future

With a mutual fund, money from many investors is pooled together to purchase a portfolio of different securities. Think of mutual funds as a suitcase – they hold a bundle of different securities including stocks, bonds, money market funds, and other securities. With this investment vehicle, you can diversify your investments and have your fund professionally managed.

The perks and privilege of Mutual Funds


Have you heard the saying: “Don’t put all of your eggs in one basket.”? Well, that’s exactly what diversification means. By investing in a mix of investments and asset classes, the goal of diversification is to reduce the risk of your portfolio. You can minimize the effect of poor performing stocks and investments, while taking advantage of the earning potential of the rest!

Professional Investment Managers

Mutual funds are managed by full-time professional money managers who decide where to invest the money in the fund as well as when to buy and sell investments. These managers have the expertise and technology resources needed to research companies and analyze market information before making investment decisions. For those who have neither the time nor the expertise to oversee their investments, this can potentially be invaluable.

Wide Variety of Choice

You can invest in mutual funds to meet a wide variety of financial goals; each fund has a written investment objective that helps you decide if it fits into your overall financial picture. There is a mutual fund to suit almost any investment time frame, level of knowledge and risk tolerance!  Our Credential Asset Management Inc. and Credential Securities Investment Specialists can help you decide which investments will best meet financial goals.  Choices include:

  • Fixed Income & Money Market
  • Balanced (combination of equity and fixed income)
  • Equity (Canadian Equity, US Equity, Global Equity, Regional Equity)
  • Index Funds
  • Specialty Funds

Investing made simple and easy

  • Simplified investment tracking.  When you invest in mutual funds, much of your paperwork and record keeping is done for you.
  • Easy access to your money! You can sell your funds almost anytime you need access to your money!

This is the beginning of a beautiful partnership.

All about you

Your best interests always come first here. Because we run on principles rather than generating profit, our advice is based exclusively on enriching your financial well-being.

Dedicated experts

When you invest through Credential Securities or Credential Asset Management Inc., you have the backing of passionate, specialized experts who constantly work to enhance how they can support you.

Jargon-free support

Investing doesn’t have to be complex. We breakdown the jargon, explaining all your options so you can make informed decisions about what’s right for you.

Here to help

You won’t get lost in the shuffle at Weyburn. When you have questions, you’ll get answers fast from experts who tailor their advice to you.

We're ultra-local & here to help!

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth 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, other securities and cash balances 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.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth.
Using borrowed money to finance the purchase of securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

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