Open an account

It is our pleasure to set-up an investment account through Credential for you. To open an account, we will need the following information:

  • Your name, address, and phone number
  • Your employer and occupation
  • Your Social Insurance Number
  • A valid government issued photo identification such as a driver's license

This information is to ensure that your personal business remains strictly confidential and to minimize the incidents of fraud or forgery. Your security is of the utmost importance to us.

Contact us to book an appointment today!

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. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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