Investing

Investment Services

 

Bulkley Valley Credit Union provides access to Northwest Funds and Ethical funds through our dealer, Credential Asset Management Inc.

NEI Investments is a mutual fund company that offers two awardwinning fund families – Northwest Funds & Ethical Funds.

Northwest Funds and Ethical Funds offer a broad spectrum of investment styles, asset classes and risk-return profiles. NEI Select Portfolios and Ethical Select Portfolios provide investors with fully diversified, all-in-one investment solutions, tailored to their unique needs. Each NEI Select Portfolio and Ethical Select Portfolio is built from a different mix of equities and fixed income investments to balance volatility and growth potential. Investors simply choose the Portfolio that is strategically and tactically engineered to align with their goals and risk tolerance.

NEI is home to Canada’s largest team of in-house socially responsible investing specialists who provide environmental, social and governance (ESG) analysis of socially responsible investments (SRIs), including NEI’s own Ethical Funds.

About ®Ethical Funds, Socially Responsible Investing and The Bottom Line

As Canada’s leader in socially responsible investing (SRI), Ethical Funds has spent many years helping investors make money and make a difference. Ethical Funds believes that the best possible returns can be achieved by investing in companies that combine strong financial performance with positive social, environmental and governance (ESG) performance. This is particularly important as investors worldwide become increasingly concerned about the impact our activities are having on the global community. Ethical Funds actively engage with corporations to mitigate risk by encouraging them to adopt more sustainable behaviours. After all, evidence shows that socially responsible companies do better in the long run.

To ensure every investment they make meets their rigorous standards, Ethical Funds evaluate a company’s investment value and identity the environmental, social and governance risks the company faces.

  • Environmental Risk: Do the company’s activities have a negative impact on the air, land or water? Ethical Funds look into issues, such as biodiversity, land-use planning, emissions, climate change and water use.
  • Social Risk: Does the company respect human rights and workers’ safety?
  • Governance Risk: How is the company run? Ethical Funds look at factors such as board of director diversity, independence and executive compensation.
Account Types & Services

Non-Registered Account
A “cash” or open account

Retirement Savings Plan
Registered Retirement Savings Plan (RRSP)

Education Savings Plan
Registered Education Savings Plan (RESP)

Group Retirement Plan
Group RRSP

Contribution & Withdrawal Plans
Pre-authorized Contribution Plan (PAC) and Systematic Withdrawal Plan (SWP)

Retirement Income Options
Registered Retirement Income Fund (RRIF) and other options such as LRIF or LIF

For more information on ®NEI Investments, visit a Credential Asset Management Inc. Mutual Funds Investment Specialist at your nearest branch, or access the NEI website at www.neiinvestments.com

+Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service 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 Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. 

®Credential is a registered mark of Aviso Wealth Inc. and is used under licence.

®Ethical and Ethical Funds are registered marks of Northwest & Ethical Investments L.P. and are used under licence.


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