Investment Choices

Credential Managed Account

With a Credential Managed Account, you can have an investment solution that is tailored to your exact needs. This type of account will give you access to the expertise of world class investment managers and to a portfolio manager who regularly monitors your portfolio. Depending on your level of investment, your portfolio will be built from a selection of almost 20 different investment mandates across 11 asset classes with a minimum initial investment of $150,000 - $250,000 per mandate.

Some of the key benefits include competitive fees, deductibility of management expenses for non-registered portfolios, potential for tax loss selling and a completely managed portfolio focused on protecting capital, controlling risk and long-term investing.

A Credential Managed Account is ideal for small business owners, professionals, high net worth individuals and those who are receiving superannuation, severance packages and inheritances. It is also ideal for those selling a business or farm property.

The Credential Managed Account is distributed by Credential Asset Management Inc. and Credential Securities Inc. and is developed in partnership with Canaccord Capital Corporation who administers the program. The Ethical Funds Company provides access to the program's socially responsible mandates. Referral fees, commissions, trailing commissions, management fees, and expenses all may be associated with managed accounts. Managed accounts are not insured nor guaranteed, their value may change frequently and past performance may not be repeated. ®The Ethical Funds Company is a registered mark owned by Ethical Funds Inc. and is used under licence.