Mutual Funds

For a diverse investment plan.

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. 
Our seasoned Financial Relationship Managers offer smart advice to help you achieve your financial goals.

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.

MUTUAL FUND REPRESENTATIVES

Krystel MacIntosh, RIS
Mutual Fund Representative
Credential Asset Management Inc.

Krystel started with us in August of 2019, bringing 10 years of prior experience in the financial industry. She manages her clients' needs by staying current with business and economic trends, while furthering her education and credentials. Krystal prides herself on being dependable, accountable and relatable, and specializes in Responsible Investing with the ability to provide knowledge on environmental, social and governance issues for her clientele.

Johnathan Meissner
Mutual Fund Representative
Credential Asset Management Inc.

Johnathan joined YNCU in March of 2020. He works closely with his clients to find investment solutions that fit their needs for today and in the future. Johnathan has completed the Canadian Securities Course and is committed to personal development through ongoing education. Johnathan prides himself to support his clientele by make investing easy and accessible. His philosophy is to have clients feel confident in your investments that are backed by strength and guidance.





Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities 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. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Asset Management Inc., Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are wholly owned subsidiaries of Aviso Wealth Inc.

 

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