Make the most of Mutual Funds, Stocks & Bonds.
Mutual Funds are a great way to diversify your portfolio. There are many mutual fund categories to choose from, including equity, fixed income and balanced funds.
Stocks allow you to benefit from the success of a company either through dividends or capital gains. They can be purchased through equity mutual funds or exchange traded funds via Credential Securities.
Good for you if:
- You want higher returns
- You have a longer time frame
- You can take on a level of risk
If you’re looking for more conservative investing options, bonds are likely a good option. Typically issued by federal, provincial or municipal governments, bonds are guaranteed.
Good for you if:
You want less risk
- You prefer stability
- Have a conservative investing profile
About our online brokerage partner
Credential Securities is a national wealth management provider founded by the Canadian credit union system. For over 25 years, their team of 1,400+ advisors have built strong relationships with over 220 credit unions across Canada. Credential is part of the Aviso Wealth group of companies. Their Investment Advisors will help you find the perfect balance of investments to get you to your investing goals.
Investing in mutual funds allows you to pool your money with others who have similar investment interests. When you purchase mutual funds you are buying units of a particular fund. The fund is made up of a variety of investments that can include shares of companies on various stock exchanges, bonds, and treasury bills. The varying degrees of risk and return associated with a mutual fund are derived from the investments that make up the fund.
Northwest & Ethical Investments L.P. (NEI) is a joint venture between Desjardins and Canadian credit unions. It manufactures a wide range of conventional and corporate class funds from Northwest Funds® and the largest sustainable investing funds family from Ethical Funds®. NEI also manufactures proprietary packaged solutions for Credential Financial Inc.
For more information visit the website: www.neiinvestments.com