Mutual Funds

A variety of portfolios based on your financial goals

Investing

Globally Managed Mutual Fund Portfolios

Mutual funds* are an effective way to diversify your investments and help you reach your long-term financial goals. Access a broad range of high-quality mutual funds matched to your investment goals and risk tolerance with the help of a Credential Asset Management Inc. investment advisor at KCU.


  • Key Features
    • Diversified portfolios ideal for long-terminvestment
    • Managed by global fund advisors
    • Matched to your goals and risk level
  • Portfolio types
    • Responsible investment portfolios
    • Canadian and international portfolio options

Talk to a Credential Asset Management Advisor

Investment Strategy

Responsible Investing: Do the right thing while investing

Responsible portfolios are investments comprised of companies that uphold a high standard of environmental responsibility, social responsibility, and corporate governance. Meet with a Credential Asset Management Advisor at KCU:

  • To learn more about responsible investing
  • For help making investment decisions
  • To enjoy competitive returns with a positive social impact
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Investment Strategy

A strong portfolio includes a diverse collection of investments

To weather the fluctuations of the market, it is important to have a portfolio that contains a mix of stocks, fixed income, and commodities. Mutual funds can be an effective way to diversify your investments and help you reach your long term financial goals.


Investment Advice

Pay yourself first

One of the key principles of personal finance is to pay yourself first. A part of every paycheque should be allocated to your investment portfolio prior to paying any other bills. By paying yourself first, you are building your assets and allowing your savings to accumulate through dollar cost averaging. The sooner you begin, the longer you will have for your savings to grow
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We’re here to help

Match your investment goals to the ideal portfolio

Make the right investment plan for your needs with the help of our professional Investment Advisors. We will:

  • Work with you to understand your current situation and financial goals
  • Provide personalized advice for you and your family
  • Monitor your portfolio and discuss ways to improve
*Mutual funds are offered through Credential Asset Management Inc

Banking with Khalsa

Extended Hours

Select branches are open on Saturdays and Sundays, and until 8 pm on weekdays.

Free Chequing Account

Start with a free account that includes all the current digital banking tools.

Secure Mobile App

Download our app to manage your day-to-day banking from your smartphone. 

Access 4000+ ATMs

Free deposits and withdrawals at over 4,000 Ding-Free ATMs across Canada

Contact Khalsa Credit Union


Email Us

info@khalsacredit.com

We’ll reply within 2 hours during business hours, or the next business day after hours.

Book an Appointment

Request appointment time

We’ll reply within 2 hours during business hours, or the next business day after hours.

Visit a Branch 

Find a branch/ATM

Extended hours at select branches to help you

Mon-Fri 10:00 AM- 8:00 PM   •  Saturday 10:00 AM- 5:00   •  Sunday 12:00 PM- 4:00 PM

Khalsa Credit Union

The name you can bank on

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