Stocks And Bonds

Investing in stocks, bonds, and mutual funds

As an investor, you want the best for your money. As your credit union, we do too.

You know it's important to make good decisions with your money. Our Credential Securities Inc. Investment Advisors will give you all the help you need to plan and invest your:

  • Stocks, bonds, mutual funds.
  • Preferred shares and income trusts.
  • T-bills, GICs and money market funds.
  • RRSP, Tax-Free Savings Account (TFSA), RRIF, margin and non-registered accounts.
  • Retirement paths.
  • Retirement income portfolios.

Work with our experts

Credential Securities® is the credit union system's full service brokerage. It's an investment company created, owned, and offered by credit unions from BC to Ontario.

Each Investment Advisor here at Synergy Credit Union is an employee of our credit union. Each advisor is supported by industry recognized credentials and education, and they're licensed to sell investments to you through Credential Securities.

This means you get the best of both worlds - the same commitment to service and your local community that you expect from Synergy Credit Union, with the knowledge, expertise, and product selection of a national wealth company. Credential® is an investment company that's 100% dedicated to credit union members.

On your terms

Your Investment Advisor will work with you on your terms. They're here to take a big picture look at where you're at today and help you invest in a portfolio that gets you where you need to go. They can help you find answers to tough questions such as how much you'll need to retire, how long your money will last, and which investments are really right for you.

Our Credential® Investment Advisors are also here if you're just looking for a second opinion, or need help making a trade.

Here at Synergy Credit Union

Stop by the investment area of one of our branches today and ask to work with one of our Investment Advisors. You'll receive the expert investment advice you've been looking for - right here at Synergy Credit Union.

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.

For new users, open a Credential Direct account.

 

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