Mutual Funds

That 'diversification' you've been hearing about.

Mutual funds give you a way to invest in a wide range of industries and regions through professionally managed funds. This can reduce your risk by diversifying your investments. If you're investing for retirement or other long-term goals, mutual funds are a popular option to help you get there.

To learn more about investing with mutual funds, speak to one of the Credential® Investment Professionals at Cambrian.

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Simple solutions

OnCourse* is an investment program for those who value the benefits of a managed solution, but don't know how to build and manage an investment portfolio that balances their investment style and maximizes their return.

OnCourse Portfolios are made up of a selection of hand-picked mutual funds from two award winning asset management firms. Our advisors help you determine the right balance of risk and return for you, and choose from one of five portfolios ranging from income to high growth. With one simple decision, you get a sophisticated investment solution tailored to your needs.

Whether you’re a conservative investor or more growth oriented, there’s an OnCourse Portfolio that’s right for you now - and down the road. Speak to a Credential® Investment Professional at Cambrian to learn more.

Fee-based advice

Many members working with a Credential Securities advisor at Cambrian choose fee-based advice to help them with their portfolio management or retirement planning. With our OnPoint Fee-Based Accounts, you get unlimited advice from one of our expert investment professionals and a set number of free trades every year for one transparent annual fee. That gives you the freedom to get advice and make trades without worrying about extra fees or commissions.
You get:

Transparency. With OnPoint, you get one predictable annual fee
Unlimited advice from a knowledgeable investment professional
Peace of mind knowing your advisor's interests and yours are in line
Access to a wide range of stocks, bonds, lower cost mutual funds and ETFs

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada. Credential Securities is a registered mark and OnPoint™ is a trademark owned by Aviso Wealth Inc.