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 Katelynn Bannerman at Katelynn.Bannerman@turtlefordcu.ca or Hayden Friedrich at firstname.lastname@example.org and we can schedule an appointment for you to discuss your investment possibilities.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade 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, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Northwest & Ethical Investments L.P. Ethical Funds® are available only to Canadian residents. Credential Asset Management Inc., Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are wholly owned subsidiaries of Aviso Wealth Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.