Investment Options

A Wide Range of Solutions

One of the widest range of investment options in the industry are available to you through FirstOntario’s partnership with Credential Securities Inc., a credit union system owned investment dealer offering.

Investment OptionsOur team of highly qualified investment advisors, licensed through Credential Securities®, have access to one of the widest range of investment options available in the industry. Our advisors take a highly personalized approach to their recommendations because there is no one exactly like you.

Our interest is in finding the solutions that fit you now, and in the future.

Whether your plan requires investing directly in publicly traded securities on Canadian and US stocks and bond markets, or your plan calls for managed money solutions, mutual funds, Exchange Traded Funds (ETFs) or private wealth accounts through pension quality portfolio managers, we critically analyze their suitability and appropriateness based on your objectives and risk tolerance, before including them in our recommendations.