Credential Asset Management Inc.

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*
  • Non-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.