Mutual funds* are a popular investment choice as they provide the opportunity to invest your money across a variety of countries, markets, sectors and securities, creating a diversified investment portfolio.
With so many options and possible combinations we are committed to gaining a complete understanding of your financial and investment needs and goals to develop your personal investment plan.
Mainstreet members have access to a comprehensive line-up of mutual fund product offerings including the most popular and best managed mutual funds in Canada; including Mackenzie, Fidelity, NEI Investments, and more.
We are also proud to provide members with:
• Monthly (when there are transactions in that month) or quarterly statements that summarize your mutual fund portfolio holdings and current market value so you always stay informed and on top of your investments
•Complimentary face-to-face financial advisory services, which helps ensure that your investment portfolio matches your financial needs, investment style, and goals.
Investors today seek portfolios that are not only diversified but also impactful, whether that means putting their money into companies that are making a positive impact on society or avoiding companies that are perceived to do harm.
Socially Responsible Investing (SRI)
Credential Asset Management Inc. advisors can help you get started with investing in socially responsible funds via our partner NEI Investments, an organization that invests in mainstream, multi-national companies based on their financial performance and Environment, Social and Governance (ESG) factors.
To learn more about socially responsible investing, speak to your Credential Asset Management advisor.
You can also visit our provider's SRI information page Responsible Investing - NEI Investments to learn more.
Talk to us
When you need help investing, or just want a second opinion, drop in to your local branch and request an appointment with one of our Credential Asset Management Inc. Advisor. Get the good advice you’ve been looking for, right here at Mainstreet.
*Mutual funds are offered through Credential Asset Management 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 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. Their values change frequently and past performance may not be repeated. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.