Mutual Funds

Investing in mutual funds at IC Savings

IC Savings is a great place to do your day-to-day banking, but we're also a great place for your invesments 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, and
• Socially responsible investing

 

 

Talk to one of our experts

Our Credential Asset Management Mutual Funds Investment Specialists are the familiar faces you find in the  area of our branches. Each one is hired by, and an employee of IC Savings , but registered to sell mutual funds to you through Credential Asset Management Inc.
This means they’re investment experts that offer you the best of both worlds — the same commitment to service and community you’d expect from IC Savings , plus the knowledge, expertise, and support of a national wealth company.
Credential Asset Management Inc. has been part of IC Savings since January 2007 and an integral 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 more than 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, drop by your local branch and ask to speak to one of our Mutual Funds Investment Specialists.
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.

® Credential is a registered mark owned by Credential Financial Inc. and is used under licence