Investing
Did you know you can invest in mutual funds at Lake View Credit Union?
Lake View Credit Union is a great place to do your day-to-day banking, but we’re also a great place for your investments too.
That’s because we offer access to a wide variety of mutual funds through Credential Asset Management Inc., a wealth management company created by Canada’s credit unions, to help people just like you with:
Mutual fund investing- Retirement saving
- Retirement income planning
- Education saving
- Socially responsible investing
Talk to our expert
Simone Charbonneau, CFP®
Credential Asset Management Mutual
Funds Investment Specialist
Our Credential Asset Management Mutual Funds Investment Specialist is the familiar face you find in the investment area of our Dawson Creek branch. Simone is an employee of Lake View Credit Union, but is also registered to sell mutual funds to you through Credential Asset Management.
This means she’s an investment expert that offers you the best of both worlds – the same commitment to service and community you’d expect from Lake View, plus the knowledge, expertise, and support of a national wealth company.
Credential Asset Management has been part of Canada’s cooperative movement since the early 1990s. In fact, CEOs from some of Canada’s largest credit unions serve on its Board of Directors – all working together to ensure we offer you not just day-to-day banking, but access to first-class investment services too.
Right here at your credit union
So, when you need help investing, or just want a second opinion, call the Dawson Creek branch and ask to speak to Simone – our Credential Asset Management Mutual Funds Investment Specialist.
Get the good advice you’ve been looking for, right here at your credit union.
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 nor guaranteed, their values change frequently and past performance may not be repeated.