MUTUAL FUNDS
Saving for Retirement
There's good money to be made™
Make your money work harder with The Ethical Funds Company®. Why? Adding values to your investment goals can make a difference. Combining performance with responsibility can help you make money. Good money.
A Registered Retirement Savings Plan (RRSP) is your best opportunity to save for a worry-free retirement. The added benefits of an RRSP include tax deductions and tax-sheltered compound growth.
The Ethical Funds Company adds value to your RRSP with:
- A full range of mutual funds* in a variety of categories to help diversify your retirement savings portfolio
- Solid financial management by top portfolio mangers with specialized expertise from around the world
- Competitive returns on your RRSP investment
- Investments that work for your future AND for your values
The Ethical Funds Company is Canada's leading manager of socially responsible investments. Socially responsible investing is about investing according to financial objectives —making money, preserving capital and maximizing the tax efficiencies of investments —and investing according to values.
The Ethical Funds Company carefully applies the Ethical® Principles to screen all investments in its Funds-and monitors all companies held to ensure they continue to meet all objectives.
The Ethical Principles
The Ethical Funds Company works with companies held in the Funds, as well as industry, regulatory agencies and like-minded organizations to encourage increased responsibility and sustainability. This also helps to improve the performance of companies held in the Funds. Learn more about how
The Ethical Funds Company works with companies.
Getting Started is Easy
Contact your investment professional today to find more about saving for your retirement with The Ethical Funds Company.
| Related Links |
Learn more:
RRSP Calculator
Use this RRSP Calculator to see how much you need to save for retirement.
Reduce Your Tax Deductions at Source
Ask your investment professional about how to save tax on your contributions up front —pay yourself first rather than giving CRA an interest free loan. Find out more with CRA's T1213 Form.
|
* Mutual funds 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.
Ethical Funds are available only to Canadian residents. ®Ethical and The Ethical Funds Company and ™There's good money to be made are registered marks and trademarks owned by Ethical Funds Inc. and are used under licence.
CREDENTIAL ASSET MANAGEMENT
Credential Asset Management is the credit union owned mutual fund dealer, which is part of Credential Group, a national wealth management provider. Through our relationship with Credential Asset Management, Dauphin Plains Credit Union can offer you the opportunity to purchase an excellent variety of top mutual funds with names you'll recognize:
- AGF
- AIC
- Atlas
- C.I.
- Credential Porfolio Funds
- Dynamic
- Ethical Funds
|
- Fidelity
- Mackenzie
- Spectrum
- Talvest
- Templeton
- Trimark
|
Dauphin Plains Credit Union is committed to providing our members with a wide range of financial services. This commitment includes offering a choice of investment options suited to your individual needs. Today, more and more people are turning to mutual funds as a way to save for the future.
When you buy any of the Top 100 Funds through Credential Asset Management, you benefit from expert and ongoing analysis. That's because Credential Group has developed a proprietary selection process to assess the 1900 plus mutual funds available in Canada. The resulting Top 100 Funds have been selected for being high performing, quality funds.
Credential Asset Management has relationships with 455 credit unions throughout Canada with a dedicated sales force of over 3,000 licensed representatives, operating out of more than 1,200 branches.
Stop in and talk to our Mutual Funds Investment Specialist about how you can purchase Ethical Funds or our other mutual funds options for your investment portfolio, and how you can transfer your portfolio to Credential Asset Management.
Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
|
