Investment Partner Disclaimer
Our investment partnership.
As a full-service financial institution, we know that wealth management services are a big part of your overall financial plan. You want – and need – access to a wide array of mutual funds*, stocks*, bonds*, exchange-traded funds* and other securities. You also want the choice of full-service brokerage through professional investment advisors and a simple, secure, affordable online trading platform. Our partnership with Aviso Wealth Inc. gives us all this, and more.
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities and Credential Direct®, a division of Credential Securities, which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by 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. OnCourse Portfolios are made available through Credential® professionals located at certain credit unions in Canada.
Using borrowed money to finance the purchase of securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased online declines.