Rocky Credit Union - Ownership, Community, Innovation

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 make suitable choices that meet your individual needs.
                

What are mutual funds?

A mutual fund is a pool of investments that contain stocks, bonds, equities, and other investments. It's managed on your behalf by a professional money manager.
Portfolios are professionally managed
There are a wide variety of mutual fund options
You'll have diversified investments
Minimal investment are required to get started
Automatic monthly investment options are available

Looking to stay up-to-date on market trends and 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 articles, commentary, videos, and infographic content through newsletters, social media, emails, websites, and client portals.

Investing with an Advisor vs. Online Brokerage

If you are an 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 option for self-managed investment services.

Q Trade

Want to learn more about our investment products and services?

Simply submit the 'Request for Investing Information' form below. Our advisors will contact you directly with trusted investment advice so you can make informed decisions based on your unique financial goals.

Request for Investment Information

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. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities