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Mutual Funds

FOR A DIVERSE INVESTMENT PLAN

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. Our seasoned Wealth Consultants have access to thousands of quality investment products.

We can offer you mutual funds from top performing fund families like:

  • NEI
  • AGF
  • Franklin Templeton
  • Invesco Trimark
  • Fidelity

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals. Talk to us to find out if mutual funds are right for you.

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.

© 2013 Lake View Credit Union