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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.​

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​Q-trade Investor

You’ll love Qtrade Investor’s easy-to-use online and mobile trading platforms, low commissions and independent research tools. And when you need help, count on outstanding client support.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.

Robert Hoesgen, CFP​®

"I pride myself on helping people achieve their financial and retirement goals based on attainable expectations, tailored to each individual's unique situation."

Mutual Funds are offered through Credential Asset Management Inc.
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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 
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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.

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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.

For more information on Mutual Funds or investing, please contact Dennis or Graeme.

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:


​​Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.


​​Our handy Savings Calculator will help you estimate how your investments will grow over time.

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