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.
1- 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
2- 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
3- 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.