Envision provides members with access to a wide range of mutual funds through our wealth management partners, Credential Securities Inc. and Credential Asset Management Inc. Choose from some of the most popular and best managed mutual funds in Canada-including Ethical Funds®, Canada's first socially responsible mutual funds or a wide variety of other funds including those found on the Credential® Platinum List.

• Funds can be registered (i.e. RRSP/RRIF) or non-registered
• Can invest as little as $50 per month and redeem funds should you need them
• Can own many different types of underlying investments within each fund to reduce your overall risk
• Investments available to suit any risk tolerance
• Small investors can gain the potential of high returns through access to higher-yielding securities such as stocks and bonds
• Funds are professionally managed
• Dividend and capital gain income is taxed at a lower rate than earned interest

How to buy mutual funds

Help is closer than you think. To invest in mutual funds, or review your investment goals, call or visit your nearest Envision Credit Union branch and ask to speak to a Credential Securities® Investment Advisor or Credential Asset Management Mutual Funds Investment Specialist.

 » Investment Advisors

 » Mutual Funds Investment Specialists

 » Mutual funds FAQ 

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential 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 funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence. ®Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence.

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