Mutual Funds

Mutual funds are the darling of Canadian investors. It is estimated that one in every three Canadian households invests in mutual funds.

  • Balanced Funds

    Hold investments from a wide variety of asset classes.

  • Bond Funds

    Invest in securities that produce a high level of current income.

  • Money Market Funds

    Invest in very short term debt issued by governments and corporations.

  • Equity Funds

    Hold investments in the common and preferred shares of corporations.

A universe of funds to choose from

At Westminster Savings, we help our members Achieve Better Balance with access to a wide selection of mutual funds offered through our Credential® Investment Professionals.

These include offerings from:

  • Invesco
  • Templeton
  • CI Investments
  • Mackenzie
  • Fidelity Investments
  • Just about any of today's most popular, high-performing funds.

Whether it’s an Income, Balanced, Equity or Specialty Fund you'll find it through Credential at Westminster Savings.

Mutual funds are an investment offered by our Credential Asset Management Inc. and Credential Securities Inc. Advisors. Before they recommend any kind of investment, they'll take the time to understand your financial goals, attitudes and current situation. This information is used to determine the right combination of mutual funds for you.

Put together the right combination

The right "combination" of funds is important given the overwhelming number of investment choices on the market. Making choices between different types of mutual funds is one of the fundamental steps of investing.

You may choose between aggressive and conservative investments, long-term or short-term investments and whether these funds should be purchased for your RRSP/TFSA.

Mutual funds are offered through Credential Asset Management Inc. and 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, 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. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. 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 is a registered mark owned by Credential Financial Inc. and is used under license.

 

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