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Mutual Funds

Diversify your investments and achieve your financial goals with ease.

 

Save time and effort in managing your investments with professionally managed mutual funds

Mutual funds offer a wide range of investment options. Our advisors can help you choose the right investments for your unique preferences and risk profile. 

Reach your investment goals

Whether you are saving for retirement, a home purchase, education or a just for a rainy day, mutual funds can be held in registered or non-registered accounts. 
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Funds are invested back into your community!

We put members' investments to work in the community, supporting local people, businesses and not-for-profits.

Mutual fund benefits

Diversification

One of the top benefits of mutual funds is diversification - which helps to spread risk. 

  • Mutual funds can offer a diversified portfolio of securities including stocks, bonds, and other assets
  • Investors can access a wide range of investments and potentially benefit from different market sectors and asset classes

Professional Management

Mutual funds are managed by experienced and knowledgeable fund managers. 
  • Expert advice can help investors save time and effort in managing their investments and potentially achieve better returns
  • Fee-based options for investors, include active portfolio management and regular account maintenance, along with retirement and estate planning
  • Fee-based programs provide access to portfolio models, specialty funds and enhanced research options, along with comprehensive reporting on accounts
 
 
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
 

Ready to invest in mutual funds?

Contact our expert team of advisors!

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Introduction to mutual funds

Learn more about mutual fund types, how they are valued, their benefits and risks.

Interested in responsible investing?

Learn how to incorporate responsible investing and ESG ratings in your investments.
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Try our investment calculators

See how you’re progressing against your financial goals with our easy-to-use calculators.

 

Neighbours Helping Neighbours.

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