Credential Direct

Managing investments online.

We want you to have the right strategies in place for you to meet your financial goals. If you’re curious about managing your investments on your own, let’s talk! The professionals on our Financial Planning Solutions Team will help you figure out if this is the best option for you. To us, financial planning is about listening to your needs and providing advice and solutions to fit your specific situation.

Our online option for you is Credential Direct® on-line brokerage. It is a quick and easy online trading at an affordable price. Credential Direct provides stock quotes, market indices, portfolio tracking and plenty of research tools such as news, charts and more. Credential Direct is credit union owned and provides the same values and commitment you have come to expect from Westoba.

If you need support, a group of professional investment representatives are available to answer your questions and help you trade online. Call 1.877.742.2900, e-mail support@credentialdirect.com, or fax 1.604.742.2901. For more information or to begin trading, visit http://www.credentialdirect.com/or call 1-877-742-2900.

Online brokerage is offered through Credential Direct®, a division of Credential Securities Inc., operating as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Direct® is a registered mark owned by Credential Financial Inc. and is used under licence.

WHY A FINANCIAL PLAN?

Learn why you should have a financial plan and how we can help.

NEED HELP MANAGING INVESTMENTS?

We've got experienced advisors who can help you put a financial plan in place and we're mobile!