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Socially responsible mutual funds

Social responsibility – That's the credit union way

NEI Investments is committed to social change and fairness. They listen to you, and reflect your values through a unique combination of social and environmental screening and shareholder action.

When you invest with NEI Investments, you get a voice where it counts – in the corporate boardroom. The combined power of unit holders helps them to raise the bar for corporate, social and environmental performance. Shareholder action strategies include dialogue with company management, proxy voting and filing shareholder resolutions.

Socially responsible mutual funds may be purchased as part of an investment plan or on their own.

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To find out more about our investing services, please feel free to submit a request for information, or make an appointment at your local branch today.

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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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 fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.

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