Mutual Funds are professionally managed funds to suit
your individual investment needs
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
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.
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Investing with an Advisor
- 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
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.