Credential Asset Management advisors will take the time to first understand your short & long term goals and objectives.  They will then analyze your existing investment portfolio and make any necessary recommendations with respect to appropriate asset allocation, tax-efficiencies, maximizing returns, etc. 

Credential Asset Management specialists then monitor and rebalance your portfolio on an on-going basis.  Investment advice and service is provided with respect to the following:

-    Guaranteed investment certificates/term deposits
-    Mutual funds*
-    Labour-sponsored funds*
-    No-registered investments
-    Tax-free savings accounts
-    Registered investments (RESPs, RRSPs, RRIFs, group RSP plans, individual pension plans)
 
For more information or to book an appointment with our Credential Team, please contact us.


* Mutual funds and related financial planning services are offered through Credential Asset Management Inc.