Mutual Funds

For a diverse investment plan

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors.

Our seasoned Wealth Consultants have access to thousands of quality mutual funds. Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.

Growing and preserving your money

Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world. No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting our Wealth Consultant.

A Wealth Consultant will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there.

Talk with a Wealth Consultant today about:

  • Portfolio reviews
  • Retirement savings and income
  • Estate planning
  • Business succession planning
  • Education planning

Reaching your financial goals is easy. It begins with a conversation. Contact a Wealth Consultant today.

Kevin Tillberg
Mutual Fund Investment Specialist
Credential Asset Management Inc.
ktillberg@credential.com
Tel: 204.949.7738
Fax: 204.949.5895
1335 Jefferson Avenue / 540 St. Anne's Road
Winnipeg, MB R2P 1S7 / Winnipeg, MB R2M 5R7

Mutual funds are offered through Credential Asset Management 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 fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

 

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