Saving & Investing

You'll never find a shortage of people and institutions that want your investment money!  Never has there been a greater variety of investment types and options. But what's right for you? As this section of our website demonstrates, Synergy provides you with all the choices you would ever want, along with the advice you need to keep you in your comfort zone and achieve your personal goals.

*Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Please see the Credential disclosure and mutual funds disclaimer.