Life is busy enough without having to worry about babysitting your investments all the time.
Wrap accounts give that responsibility to someone else for a flat annual fee. The benefit? Changes are only made to your account when they’re really necessary, and you won’t pay excessive commissions.
At Credential Asset Management Inc. at Envision, invest in a wrap account and what you’re really doing is investing in a package of mutual funds—or fund of funds—that will be overseen and managed by a third party. Even if you don’t call us for months, your investment will be monitored and automatically rebalanced as the market fluctuates.
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*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential 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 funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence. |
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