Socially responsible funds

At its core, socially responsible investing (SRI) is about social justice, fairness, and sustainability of resources today and for future generations.

The first socially responsible mutual fund family in Canada, Ethical Funds is a division of Northwest and Ethical Investments L.P. (NEI). Jointly owned by Desjardins and a limited partnership comprised of the 5 Credit Union Centrals and CUMIS, with each holding a 50% stake, NEI manufactures investment solutions specifically targeted to partners of Aviso Wealth Inc.

By owning Ethical Funds, investors can hold professionally managed investments that reflect their core values, such as respect for the environment and fair treatment of employees.

To learn more, you can visit the NEI Investments website or:

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services 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. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Northwest & Ethical Investments L.P. Ethical Funds® are available only to Canadian residents. 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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For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

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