Mutual Funds

The Turtleford Credit Union provides access to a variety of investment opportunities to suit your individual needs. Today more and more people are turning to mutual funds as a way of securing their financial future. Through our contracted Wealth Services provider we can offer you professional money management through Credential Asset Management Inc. mutual funds.*

Hayden Friedrich, our designated Wealth Specialist, can offer a full range of investment products through Mutual Funds. Some examples are Registered Retirement Savings Plans, Tax Free Savings Plans, Registered Pension Transfers, Registered Education Savings Plans and Tax Efficient Non-Registered Investing.

Please feel free to contact our office at (306) 845-2105 or contact Shelly Tucker at Shelly.Tucker@turtlefordcu.ca or Hayden Friedrich at hayden.friedrich@innovationcu.ca and we can schedule an appointment for you to discuss your investment possibilities.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. 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. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.