Wealth Management

Mutual Funds

Compass Credit Union is committed to providing our members access to a wide range of financial services this commitment includes offering a choice of investment options suited to your individuals needs. Today, more and more people are turning to mutual funds as a way to save for the future.

Contact us and speak with a Mutual Fund Advisor about how you can purchase mutual fund options for your investment portfolio, and how to transfer your portfolio to Credential Asset Management.

What is Credential Asset Management?

Credential Asset Management Inc.

Credential® Asset Management is the credit union owned mutual fund dealer, which is part of Aviso Wealth Inc., a national wealth management provider. Through our relationship with Credential Asset Management, Compass Credit Union can offer you the opportunity to purchase an excellent variety of top mutual funds with names you'll recognize:

AGF
AIC
C.I.
Credential Portfolio Funds
Dynamic
Ethical Funds®
Fidelity
Mackenzie
Talvest
Franklin Templeton
AIM/Trimark

Mutual funds 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 covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. 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. and is used under license. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

Online Trading

Click here for more information or to open an account

Qtrade Investor Online Brokerage*

We are pleased to partner with Qtrade Investor - Canada’s leading independent online brokerage.
Whether you currently use an online broker or are interested in doing so, Qtrade Investor is our online brokerage of choice. Qtrade Investor offers you, among other things:

#1 online broker in Canada by The Globe and Mail for the past four consecutive years.
A full range of investments including stocks, options, and fixed income securities.
Comprehensive investment tools and research, news, real-time quotes, portfolio watch lists, email alerts and more.
Low trading commissions.
Easy electronic funds transfer to and from your chequing account

* Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.