Diversify Your Portfolio
If you want to meet your financial goals, it is important that you determine the best strategies to protect your capital and make it grow. Diversifying your portfolio is a great way to achieve this.
Your Financial Advisor can work with you to analyze your situation and help you choose the best investments for your portfolio.
Before you begin
Start by reading Invest according to your needs and follow the 4-step approach we recommend.
|Guaranteed fixed-rate investments||Term savings are worry-free, investment vehicles that can help you make your plans a reality. For those seeking higher returns on their savings.
To invest or find out more, see Guaranteed fixed-rate investments.
|Market-linked guaranteed investments||For investors interested in getting market-linked returns without putting their capital at risk.
To invest or find out more, see Market-linked guaranteed investments.
|Investment Funds*||Investment Funds can help you diversify your portfolio.
To invest or find out more, contact your Credential Asset Management Inc. Mutual Funds advisor at your Caisse populaire.
* Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.