Credential Securities ® is an investment dealer helping Canadians achieve their financial goals and prepare for retirement through careful planning and offering to a wide range of investment products and services.
Credential Securities ® began as a joint venture of Credit Union Central and Merrill Lynch Canada. Credential Securities Inc. is now a wholly-owned subsidiary of Credential Financial Inc. Credential Securities Inc. is owned by the Provincial Credit Union Centrals and The CUMIS Group Limited.
While it is not necessary to be a credit union member to take advantage of our resources, our approach is founded on the credit union tradition of service and integrity. We understand that financial security, more than anything, means peace of mind for you and your family. That`s why your needs and your circumstances are foremost as we help you shape your financial future. You`ll see steady progress towards your personal objectives and your Investment Advisor will be there to guide you every step of the way.
The universe of investment options is large, and growing larger all the time. More than ever, you need sound professional advice to help you build your investments and preserve your wealth. Credential Securities ® Investment Advisors are trained to conduct a thorough analysis of your current financial position, evaluate your savings and investment strategy, and identify your future needs.
Credential Securities ® offers a wide range of investment products to select from, including thousands of mutual funds from Canada`s leading fund companies. Together we can build a portfolio best suited to you.
Important Information. Mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expences 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 of the Canadian Investor Protection Fund.
Credential Securities® is a registered mark owned by Credential Financial Inc. and is used under license.