Mutual Funds

Mutual Funds are professionally managed funds to suit

your individual investment needs





Mutual Funds are SIMPLE, VERSATILE, DIVERSE, and ACCESSIBLE

Sound investing- trusted advice

We know your financial needs go beyond traditional banking products.  Through Credential Asset Managment Inc. investment advisors at Rocky Credit Union, we can provide access to a comprehensive line of investments, including a variety of Mutual Funds.

Mutual funds may be purchased as part of a registered or non-registered plan. 

Learn more about our investing services,  contact us to make an appointment today! 

With access to a variety of mutual funds, our Credential Asset Management wealth advisors at Rocky Credit Union  can help you to make suitable choices that meet your individual needs



   

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 Aviso Wealth Inc.





What are mutual funds?
A mutual fund is a pool of investments that contain stocks, bonds, equities, and other investments managed on your behalf by a professional money manager
  • Portfolios are professionally managed
  • There are a wide variety of mutual fund options
  • Diversified investments
  • Minimal investment required to get started
  • Automatic monthly investment options available 

Looking to stay informed
and up-to-date on trends and market insights?

  • Advisor Stream services helps advisors at Rocky Credit Union engage their clients through timely, personalized, and compliant investor communication.

  • Advisor Stream delivers the highest-quality and up-to-date article, commentary, video and infographic content through newsletters, social media, emails, websites, and client portals. 

Sign up with an advisor today to receive your communications! 

Investing with an Advisor
VS
Online Brokerage

  • If you are in investor that wants guidance and expertise, our advisors will work with you to create an investment plan that’s right for you. 

  • If you are an investor that wants to take investing into your own hands and call the shots, you get convenient and direct access to Q-Trade, an investors option for self-managed investment services from any device, anywhere, anytime.



Your unique wealth personality drives

more in-depth wealth advice 


Want to learn more about our investment products and services?
Simply submit this request for investing information form directly to us by selecting link below. 
Our advisors will contact you directly with trusted investment advice so you can make informed decisions based on your unique financial goals.  
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 or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently  and past performance may not be repeated.
Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.
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