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Mutual Funds

Mutual Funds combine the benefits of diversification and professional management with being affordable to the average investor. Through Credential Asset Management we will design a custom made portfolio, ensured to meet your needs. Our platform provides us with the ability to access a large variety of mutual fund companies within the industry which will give your and our Wealth Management Team the flexibility to plan effectively, encompassing many different investment styles, asset types, geographic regions, and fund companies.

*Mutual funds are offered through Credential Asset Management Inc.

 

Meet your local planning expert

We can help you understand Mutual Funds, show you the different investment options available, explain the short and long term benefits, and help prepare an investment plan that makes sense for your future.

Tony Young, CFP®

Mutual Fund Investment Specialist
Aviso Wealth
240 Water Street
St. John’s NL A1C 1B7
(709) 758-8258
1-800-563-3300
tyoung@nlcu.com

Donna McGrath, CFP®

Wealth Management Advisor
Aviso Wealth
341 Freshwater Road
St. John’s NL A1B 1C4
(709) 754-2312
1-800-563-3300

dmcgrath@nlcu.com

Tina Skinner, PFP®

Wealth Management Advisor
Aviso Wealth
38 Main Street
Corner Brook NL A2H 1C3
(709) 634-5341
1-800-563-3300
tskinner@nlcu.com

Christina Loder

Wealth Management Advisor
Aviso Wealth
1 Pinsent Drive
Grand Falls-Windsor NL A2A 2S8
(709) 572-5554
1-800-563-3300

cloder@nlcu.com

Greg Murray, CFP®

Wealth Management Advisor
Aviso Wealth
51 Commonwealth Avenue
Mount Pearl NL A1N 1W7
(709) 747-9415
1-800-563-3300
gmurray@nlcu.com

Suellen Jenkins

Wealth Management Advisor
Aviso Wealth
6 Roe Avenue
Gander NL A1V 1W5
 (709) 256-3537
1-800-563-3300

sjenkins@nlcu.com

Juanita Feliz, PFP®

Wealth Management Advisor
Aviso Wealth
89 Conception Bay Highway
CBS NL A1W 3A3
(709) 834-9520
1-800-563-3300

jfeliz@nlcu.com

 

Put your own investment savvy to work

You can invest for your business with confidence on the award-winning Qtrade Direct InvestingTM platform. Whether on desktop or mobile, trade your stocks, bonds, ETFs, and mutual funds at low fees.
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