Personal investing

Personal investing

Whether you're just beginning to save, planning for your child's education or preparing for retirement, our wealth management professionals can help you with your investment goals. Vision provides access to a range of investment products through our partnership with Credential Asset Management Inc. This team of experienced, dedicated advisors is available to help create and manage an investment strategy that's right for you.

 

Prefer to manage your investments on your own? Vision offers online investing with the Qtrade Investor platform.

 


Whether you're just beginning to save, planning for your child's education or preparing for retirement, our wealth management professionals can help you with your investment goals. Vision provides access to a range of investment products through our partnership with Credential Asset Management Inc. This team of experienced, dedicated advisors is available to help create and manage an investment strategy that's right for you.

 

Prefer to manage your investments on your own? Vision offers online investing with the Qtrade Investor platform.

 


Financial / investment planning:

 

Vision Credit Union offers investment and financial planning services via our experienced, in-house Credential Asset Management team. Based in our Camrose branch, our financial advisors travel to Vision branches across Alberta to help members with their individual financial/investment plans.

 

Contact Vision’s Credential Asset Management team to start planning your financial future.
Glen Bulger at 780-672-5540, gbulger@visioncu.ca
Shelley Moch at 780-679-6201, smoch@visioncu.ca
Sandra Bucknell at 780-624-5850, sbucknell@visioncu.ca

What is Credential Asset Management?


Credential Asset Management is the credit union owned mutual fund dealer, which is part of Aviso Wealth Inc., a national wealth management provider. Through our relationship with Credential Asset Management, Vision Credit Union can offer you the opportunity to purchase a variety of top mutual funds.

Mutual funds 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 covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. 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® is a registered mark owned by Aviso Wealth Inc. and is used under license. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

Investment products

 

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