Fee based investing

For investors who want more than just the ability to buy and sell investments, there’s the Credential Securities OnPoint Fee-Based Account*. This fee-based solution enriches your investment experience with unlimited advice from a seasoned expert, a predefined number of free trades annually and access to timely proprietary research – all with one transparent monthly, quarterly or annual fee. Investments available include F-Class mutual funds*, index funds*, exchange traded funds*, stocks* and bonds*.

Credential Securities OnPoint Fee-Based Account may be right for you if you:

  • Have a combined household minimum of $100,000 to invest
  • Need expert advice and long-term investment solutions
  • Want one comprehensive fee upfront, so you can focus on your portfolio and not on trade commissions


*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.