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RRIF mutual funds, stocks and bonds

Managing your money doesn’t need to be complicated. But it isn’t always easy, either. That’s where we can help.

Our investment professionals can help you set realistic investment goals. Then we can help you achieve your goals with expert, unbiased advice and access to a full range of investment options – mutual funds, stocks, bonds and much more.

Mutual funds1

Whether you are seeking regular income, capital growth or the safety of treasury bills, you enjoy a complete range of mutual funds:

  • Our funds follow a different path to profits. By investing responsibly we help you profit wisely.
  • Leading mutual funds. You also have access to mutual funds managed by such leading companies as AIM Trimark, Franklin Templeton and Mackenzie.

Stocks, bonds and other investments

One of the widest ranges of investment options in the industry is available to you through Credential Securities:

  • publicly traded stocks on all Canadian and U.S. exchanges
  • government and corporate bonds
  • income trusts
  • preferred shares

Discretionary investment management

We also provide managed investments for accounts over $500,000 either through Vancity Investment Management (VCIM) or Credential Securities. This discretionary asset management service creates customized portfolios that reflect your investment goals, including socially responsible investing preferences.

Our investment services

Our investment services are provided by Aviso Wealth Inc., a wealth management company part owned by Canada’s credit unions. Through two Aviso Wealth Inc. subsidiaries, Credential Qtrade Securities Inc. and Credential Asset Management Inc., you can access a full array of investments.

1Credential disclosure and mutual fund disclaimer

1 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. Credential Securities is a registered mark owned by Aviso Wealth Inc.


Next steps

For any inquiries that are not Mutual Funds related, please contact

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