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Other Resources Financial Planning Tool Visit our contact page and submit your question through the "Who can help me?" link or call one of our financial experts at any of our three branches. If you care about the types of companies in which your money is invested and don't want to compromise your values when investing, Ethical Funds® With Ethical Funds® your money will be invested in companies that treat their employees fairly, work to reduce pollution and work to improve social and environmental conditions. Not only are you investing in a better tomorrow, but your portfolio will be carefully managed by some of the top financial experts in Canada and abroad.
Prefer to make monthly contributions as low as $100 per month? Learn more about paying yourself first with a Pre-Authorized Contribution Plan (PAC plan).
For more information on how you can invest with Ethical Funds® contact Ozzie MacKay CAM, Mutual Funds Investment Specialist.
Ethical®, The Ethical Funds Company® and Ethical Funds® are registered marks owned by Ethical Funds Inc.® and are used under license. Credential® is a registered mark owned by Credential Financial Inc.® and is used under license.
We would be happy to provide financial guidance. For more information on any of our investment options, you can meet with an OMISTA Expert at any of our three branches, or your Credential Financial Strategies Inc. Representative Ozzie MacKay. To develop an investment portfolio that meets your needs and objectives, you can meet with Ozzie MacKay, our Credential Financial Strategies Inc. Representative. He can explain your options and design the most cost effective plan for you. Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
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