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Investment Products
• Registered Plans
• Mutual Funds
• Term Deposits
• CUBILL® Deposits
• Trade Online with Credential Direct
• Wealth Management
Mutual Funds
Options, Advice & At Your Service. |
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PACE’s Wealth Management department, through Credential Asset Management Inc., has a team of Mutual Funds Investment Specialists dedicated to assisting Members with their investment decisions. With access to over 2700 different funds from top mutual fund companies, you can design a plan that meets your needs and risk tolerance.
Tammy Ng
Branch Manager, PACE Credit Union, Markham Branch
Mutual Funds Investment Specialist, Credential Asset Management Inc.
tng@pacecu.com
905.477.4311 |
Julianne Prescott-White
PACE Credit Union, Matheson Branch
Mutual Funds Investment Specialist, Credential Asset Management Inc.
jprescottwhite@pacecu.com
905.566.7223
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Anthony Angellotti
Investment Advisor
aangellotti@pacecu.com
905-712-2851
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Trade Online with Credential Direct
If you’re a self-directed investor, trading online is the smart way to go. Credential Direct gives you the resources needed to capitalize on investment opportunities.
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Questions? - 1.877.742.2900 toll free or support@credentialdirect.com
* Mutual Funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds 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.
On-line brokerage is offered through Credential Direct ®, a division of Credential Securities Inc., operating as a separate business unit. 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 funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Direct ®is a registered mark owned by Credential Financial Inc. and is used under licence.
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