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Investing 

Invest how you want, when you want – with people you can trust. You need an investment strategy that helps you meet your financial goals. We have a wide range of investment plans and products that can help. We work together with our partners to help you make your dreams a reality.

Our investment advisors provide expert advice for all your investing questions. Find an investment advisor near you.

Investment plans

We provide investment plans with features and benefits that go beyond growing your investment by helping you reach your financial goals.

Investment products

Working with our partners, we can help bring your dreams a little closer with access to a wide range of investment products.

Full service brokerage

Providing full service means bringing the right experts to the table. Through our partner Credential Securities Inc., we offer the services of investment advisors who will take time to know you and give you expert advice for reaching your goals.

Online brokerage

If you have been postponing online trading because you're not sure what to expect, relax. Trading with Credential Direct® is fast and simple with very low cost.

*Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Direct® is a division of Credential Securities Inc., and operates as a separate business unit. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada.