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Credential Securities Inc.

Credential Securities Inc. is a full service investment dealer that provides members with investing advice and offers a comprehensive line of investment products.

This includes U.S. and Canadian equities, mutual funds, bonds, and other fixed income securities.

Getting Started

Our Credential Securities Inc. Investment Advisors will help you with your financial decisions by providing the trusted advice and friendly, expert guidance you expect from your credit union.

To speak to a Credential Securities Inc. Investment Advisor, just call or visit our Wealth Management Department.

Developing a Plan

The key to financial success and security for your family is having a plan.

Our Credential Securities Inc. Investment Advisors are qualified professionals trained to take a personalized approach in assessing your particular financial needs.

Smart Savings Tips

Saving for retirement, education, or a special life event?

Start with whatever you can afford and make regular contributions.

Investment Products

Credential Securities Inc. provides you with access to a wide range of investment products to select from.

Investment Products Glossary

Clear and understandable information, in every day language, on the investment products offered.

Mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus prior to investing. Unless otherwise stated, mutual funds, other securities, and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.

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