Mutual Funds

Synergy Credit Union can help you with your investments. We provide access to a wide variety of mutual funds through Credential Asset Management Inc., a wealth management company created by Canada's credit unions, including:

  • Mutual fund investments.
  • Retirement savings.
  • Retirement income plans.
  • Education savings.
  • Socially responsible investments.

Talk to one of our experts

Our Credential Asset Management Mutual Funds Investment Specialists are the familiar faces you'll find in the investment area of our branches. Every specialist is an employee of Synergy Credit Union. He or she is supported by industry-recognized credentials and education, and is registered to sell mutual funds to you through Credential Asset Management.

This means our investment experts provide you the best of both worlds - the same commitment to service and community you'd expect from Synergy Credit Union, combine with the knowledge, expertise, and support of a national wealth company.

Right here at Synergy Credit Union

When you need help investing, or just want a second opinion, drop by your local branch and ask to speak to one of our Credential Asset Management Mutual Funds Investment Specialists.*

Doing it your way... online

As a Synergy Credit Union member, you have direct access to mutual funds 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 will also find plenty of research material to help you make informed investment decisions.

If you are already a Credential Direct account holder:
http://www.credentialdirect.com/

Or, for new users, open an account online:
http://www.credentialdirect.com/account/open-an-account.aspx

 

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