Mutual Funds*

A Credential Asset Management Inc. Mutual Funds Investment Specialist at Porcupine Credit Union is available to work with you, at your convenience, to build a long-term relationship and to assist you in meeting your short and long-term investment goals. We provide access to a variety of investment products through Credential Asset Management Inc. Our approach is founded on the credit union tradition of service, integrity and providing solutions for your goals. Financial security means peace of mind for you and your family. That’s why your needs and your situation are foremost as we help you shape your financial future.

CREDENTIAL DIRECT® CREDENTIAL ASSET MANAGEMENT INC.

Credential Asset Management

Credential Asset Management Inc. is the principal distributor of Ethical Funds® managed by Northwest & Ethical Investments L.P. The Credential Asset Management Inc. Mutual Funds Investment Specialists (below) have access to about 1800 third-party funds in Canada. Contact your branch for an appointment today.

Lorelei Hood Lorelei Hood, CFP
Credential Asset Management Inc.
Mutual Funds
Investment Specialist
Direct Line: (306) 278-5002
E-mail Lorelei
Karen Halverson Karen Halverson
Credential Asset Management Inc.
Mutual Funds
Investment Specialist
Direct Line: (306) 278-5000
E-mail Karen

* Mutual funds are offered through Credential Asset Management Inc. and 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 before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member – CIPF. ®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and are used under licence.

Ethical Funds® is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.

Site Map

Online Poll

What do you think of our new logo?

View Results