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Bringing Mutual Funds* Home to You
Through our partnership with Credential Asset Management Inc., Lambton Financial Credit Union offers members access to a wide range of high-performing mutual funds for their RRSPs, RRIFs and RESPs as well as non-registered investment plans.
Credential Asset Management Inc. is the national credit union system’s mutual fund dealer and offers mutual funds from leading fund companies such as AIM Trimark, Fidelity Investments, Franklin Templeton, Mackenzie and The Ethical Funds Company®, Canada’s most comprehensive family of socially responsible mutual funds.
Open the Door to Investing
- Lambton Financial members have access to highly trained and committed Credential Asset Management Mutual Funds Investment Specialists that will explain all options available
- Consultation services and the creation of a customized portfolio are FREE
- Mutual Funds Investment Specialists will work hard to provide you with the best possible plan portfolio
- Access to over 1,200 different funds from over 70 recognized mutual fund companies, including Fidelity, Templeton and Mackenzie
- Ethical Funds® can help you align your investments with your personal values by investing in mutual funds whose portfolio of companies must meet tough baseline standards in the way they do business
We take the time to know you, your circumstances and your financial objectives before recommending any investments to you. There may be easier ways to recommend investments but we believe in taking the time to get it right.
Welcome to Univeris Investor Web
Univeris Investor Web (UIW) is the gateway to your investments on-line, 24 hours a day; 7 days a week, providing not only the values of your investments, but also providing other services such as non-financial information, monthly instructions, Know-Your-Client information and links to other sites like Globe Advisor and fund company sites.
Contact your branch to arrange access. It is required that you agree to and sign an Electronic Access Agreement to protect your privacy and ensure confidentiality. Once that is completed we will issue you a User ID and Password. Contact your branch for further information.
https://mps.credential.com/uiw
Find out More
*Mutual funds are offered through Credential Asset Management 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 funds are not guaranteed, their values change frequently, and past performance may not be repeated. ® Ethical Funds® are available only to Canadian residents.
® Ethical Funds is a registered mark owned by Ethical Funds Inc. and is used under licence.
® Credential is a registered mark owned by Credential Financial Inc. and is used under licence. |
