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MUTUAL FUNDS
Mutual Funds
Wealth Management
At Sharons Credit Union, we provide access to the top 5 mutual fund companies (AGF, CI, Fidelity, Franklyn Templeton and Mackenzie) and NEI (exclusive to Credit Union members) for your investment need.
We have partnered with Aviso where Credential Asset Management Inc (Mutual Funds) and Qtrade Direct InvestingTM(Online Trading ) to provide the best of services and products to our member.
We have investment Specialists at each branch to manage your investments.
Come and find out in more details by contacting any of our branches located conveniently near your home or office.
Investment options include:
- Over 2,000 third party Mutual Funds
- Stocks and Bonds**
*Mutual funds are offered through Credential Asset Management Inc. **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 trademarks of Aviso Wealth.
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 nor guaranteed, their values change frequently and past performance may not be repeated.
Investment advice
Work with your Credential Asset Management Mutual Fund Investment Specialist for your investment plan.
MFIS can help you build your personalized investment plan based on your financial goals.Contact at any of our branches to book an appointment to discuss further.We are here for you!
- Build a plan tailored to meet your needs
- Understand your investment options
- Protect your lifestyle
- Achieve your financial goals
Become a member
You’re more than a customer, you’re a member.
Send an email and we'll help you.
Call
Vancouver
604-873-6490
Coquitlam
604-936-5058
Surrey
604-582-7272
Langley
604-530-6869
Insurance
604-931-1132
Branch hours
Mon-Fri
9:30am~ 5pm
Sat
9:30am~ 3pm
(Coquitlam, Surrey only)
Stop by any branch and we
promise you’ll get a smile.
