Noventis and Credential

Through our partnership with Credential - a leader in the area of wealth management - and the investment and insurance provider of choice for Canandian credit unions and their members, investors can access the following Credential services: Credential Asset Management Inc., for help building a mutual funds portfolio; Credential Direct, an online brokerage for self-directed investors, and; Credential Financial Strategies Inc., to protect against the unexpected with life insurance and estate planning.

Credential Direct*

Credential Direct provides stock quotes, market indices, portfolio tracking and plenty of research tools such as news, charts and more. With commissions as low as $8.88 a trade, you can open a cash account, a margin account or a full range of registered accounts like RRSPs and RRIFs. Fixed-income investments like bonds and GICs are also available; however, like most online brokerages, access to these products is only available by phone. The Credential Direct® website is fully secure and easy to use. It includes a step-by-step guide which explains everything from logging in to placing your first trade.

Mutual funds*

A mutual fund is a pool of stocks, bonds and other securities held in trust on behalf of individual investors. When you invest in a mutual fund, you purchase units in a professionally managed portfolio of securities and each unit represents a share of ownership in the portfolio. You can hold a mutual fund on its own as a non-registered investment or within your registered plan - TFSA, RRSP, RESP, RRIF. Some of the many benefits of mutual funds include: diversification, flexibility, professional management, liquidity and access to markets.

Credential Financial Strategies Inc.

One of the most important things you will ever buy, peace of mind. A vital piece of any complete financial plan, life insurance can help you protect what matters most. Meet with the knowledgeable Credential Financial Strategies Inc. Insurance Specialist to discuss your options, including: Life insurance, disability insurance, critical illness insurance, estate planning, segregated funds and annuities.

*Mutual funds and financial planning are offered through Credential Asset Management Inc., and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. These companies are members of Credential Financial 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 funds and other securities are not ctovered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. 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 and Credential Direct are registered marks owned by Credential Financial Inc. and are used under license.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.


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"You will come to know that what appears today to be a sacrifice will prove instead to be the greatest investment that you will ever make."

- Gordon B. Hinckley