Your Credential Securities Investment Advisor will provide you with information on our full range of investment products and services, and assist you in drafting an easy-to-understand investment plan.  He or she will be available to assist with all deposit and investment transactions, including stocks & bonds.

About Credential Securities Inc.

Credential Securities Inc. is a full-service investment dealer offering Canadians a wide range of investment products and services. Credential Securities® Investment Advisors operate through credit unions and affiliated organizations.

The Credential Securities 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. Your needs are always foremost in the relationship with your Credential Securities Advisor.

Credential Securities Investment Advisors are trained to assess your particular financial needs and design an investment program to help you achieve your goals and prepare for a secure retirement.

Your investment program can include Canadian and US stocks, bonds, money market products like T-bills, or a selection from thousands of mutual funds offered by Canada’s leading fund companies. Your Credential Securities Investment Advisor provides sound professional advice to help you build and preserve your wealth and grow your investment portfolio.

As a Synergy Credit Union member, you have access directly to stocks, bonds, income trusts, and other investments with Credential Direct®, an online brokerage that lets you trade on the Internet at your convenience. Obtain online quotes, market indexes and portfolio trackers. You also find plenty of research material to help you make informed investment decisions.

On-line brokerage is offered trough Credential Direct®, a division of Credential Securities Inc., operating as a separate business unit.  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 funds and other securities are not insured nor guaranteed, their values change frequently and past performance many not be repeated.  Credential Securities Inc. is a Member-CIPF.

If you are already a Credential Direct® account holder:

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, mutual funds and other securities are not insured nor guaranteed, there values change frequently, and past performance may not be repeated. Credential Securities Inc. is a member-CIPF. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.

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®Credential is a registered trademark of Credential Securities Inc. and is used under licence.