Mutual Funds

Mutual funds offered through Credential Asset Management Inc.

Comprehensive Financial Planning Services: Achieve your financial goals with Southwest Regional Credit Union

We've had the pleasure of serving residents of Southwestern Ontario since 1939 with the friendly, comprehensive banking services that you've come to expect from Southwest Regional Credit Union. But did you know that we offer our members a whole array of services that can help you to reach your financial goals?

Diversify your portfolio with Mutual Funds through Credential Asset Management Inc.

Did you know that Southwest Regional Credit Union provides access to mutual funds? We've partnered with Credential Asset Management Inc. (Credential®) to offer our members competitive pricing on a wide range of wealth management products, such as mutual funds and wrap programs, in addition to Southwest Regional Credit Union's traditional GIC line-up.

Mutual funds are a great way for just about anyone to grow their financial portfolio. The name of the game for mutual funds is diversification; rather than investing in a single stock that is subject to highs and lows, mutual funds allow you to invest as part of a group in many different stocks and bonds so that your portfolio is optimized and less prone to market fluctuations.

With mutual funds, we can help our members find an appropriate solution based on their individual goals, risk tolerance and time horizon, whether you prefer investing through a slow-and-steady model, a high-risk-high-return model or something in between we'll help you build the mutual fund portfolio that best suits you. 

Southwest Regional Credit Union's comprehensive financial services can help you realize your goals

Whether it's planning for your post-secondary education, your retirement, or building a robust financial portfolio we're here to help you every step of the way with comprehensive financial planning, services, and products. Give us a call or stop by your local Southwest Regional Credit Union branch to find out how we can start building your financial future today.

Disclaimer: Mutual funds, and related financial planning services 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. We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax related matters. ®Credential is a registered mark owned by Aviso Wealth Inc.

Have more questions about Mutual Funds?

Give us a call or stop by your local Southwest Regional branch to talk to a Credential Asset Management Inc. representative about mutual funds and how they could help you grow your wealth.