Investment Choices

Mutual Funds*

Investments in most mutual fund companies can be purchased at Common Quest Financial through our partnership with Credential Asset Management Inc. Through this partnership we have access to a broad spectrum of mutual funds from some of the leading fund companies such as Trimark, Mackenzie, Standard Life and Fidelity. Credential Asset Management Inc. Mutual Funds Investment Specialists would be pleased to review your investment strategy and determine which funds best suit your financial needs.

About Credential Asset Management Inc.

Common Quest Financial Ltd. is committed to providing our members with investment options suited to their individual needs. Today more people are turning to mutual funds as a way to save for a secure financial future.

Credential Asset Management Inc. is a mutual fund dealer offering credit union members a full selection of mutual funds.

Credential Asset Management is part of Credential Financial Inc., the national wealth management provider founded by the Canadian credit union system. Credential Asset Management has relationships with over 380 credit unions throughout Canada, and more than 2,700 representatives.

The Credential Asset Management Mutual Funds Investment Specialist at Common Quest Financial Ltd. can provide you with the opportunity to purchase top quality mutual funds with names you'll recognize:

AIM Trimark
AGF
AIC
C.I.
Credential Select Portfolio Funds
Ethical Funds
Fidelity
Franklin Templeton
Mackenzie

With more than 4,000 mutual funds available to Canadian investors, it's not easy separating the winners from the underperformers. That's why a team of investment analysts at Credential have developed a proprietary selection process to assess these funds for you. The resulting Credential Platinum List of 40 best funds have been selected for their potential to outperform their peers over the long run. When you buy any of the Credential Platinum List Funds, you can invest with confidence.

Start building your investment portfolio with top quality funds available through Credential Asset Management. Stop by and speak with a Credential Asset Management Mutual Funds Investment Specialist today.

*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. Ethical Funds® are available only to Canadian residents. ®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.