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.

Mutual funds are offered through Credential Asset Management Inc.

Nammy Singh, RIS
Mutual Fund Representative
Credential Asset Management Inc.

Nammy joined YNCU in October of 2020. She is an MBA with over 10 years of experience in Financial Services Industry. The cornerstone of her work is her personal level of service to the clients combined with her expertise in Investment Management. Nammy holds a certificate in Advanced Mutual Funds Advice from the Canadian Securities Institute and specializes in Responsible Investing. Nammy prides herself in being a trusted advisor with Client-first approach and strives to build long-lasting relationships rooted in trust and client service. Nammy is committed to self-improvement through continuing education and attending seminars and workshops to keep herself updated with industry changes and trends.

Mutual funds are offered through Credential Asset Management Inc.

Joe Matos, B.Comm (Honours), RIS
Mutual Funds Investment Specialist
Credential Asset Management Inc.

Joe joined YNCU in July of 2015 bringing to the team a wide variety of experience in the financial industry. He has been in the banking and investment world for 12 years, having concentrated in Finance at the Odette School of Business. He brings well thought out plans and commits to helping clients achieve their financial goals. Joe specializes in responsible investing and supports his clientele by keeping abreast of financial and social trends. Joe will help you feel confident and secure your financial endeavors.

Mutual funds are offered through Credential Asset Management Inc.






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.