Skip to main content

Mutual Funds and Online Investing


Mutual Funds

Mutual funds combine the benefit of diversification and professional asset management with affordability - making them an ideal solution for many investors.

​What's the difference?


Mutual Funds* are investments that pool your money with other investors to buy a portfolio.  There are many mutual fund categories to choose from, ​including equity, fixed income, and balanced funds.​  These can be held on their own or in an RRSP, RESP, TFSA, RDSP, or RRIF.

A good option if:

  • You want high diversification in your portfolio and would like your assets managed by professionals
  • You want to choose your risk comfort level


Investing your money in the stock market or shares you are basically becoming part-owner in a company, this piece of ownership is know as equity.  We can provide these products through equity mutual funds.

A good option if:

  • You want higher returns

  • You have a longer time frame

  • You have a high risk tolerance



If you’re looking for more conservative investing options, bonds are likely a good option.  We can provide these products through fixed income mutual funds.

​A good option if:

  • You want less risk
  • You prefer stability
  • Have a conservative investing profile

Online Investing


You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from
expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing™ to give you the confidence to buy
sell stocks, bonds, ETFs, and mutual funds - with low trading fees.

Optimize your investments ASAP

Get up to $2,000 from Qtrade Directing Investing® when you open a new online
brokerage account by March 4, 2024, and transfer in at least $5,000.*
The more you invest, the more you’ll receive.
Talk to us today or learn more here.

*See full terms and conditions.

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.

The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today.  Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.


Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth. Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you. Qtrade Guided Portfolios provides:

  • A fully automated service so you don’t have to make any investment decisions
  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
  • Continuous oversight and regular rebalancing by our team of experts
  • Mobile apps for tracking your investments
  • Friendly support from knowledgeable investment representatives by email and phone

Qtrade Guided Portfolios is powered by Aviso Wealth Inc., one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.

Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, Qtrade Guided Portfolios, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

*Mutual Funds are offered through Credential Asset Management Inc.

**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.

Meet with our Wealth Department

CTA-placeholder (1).png

Get in touch with us!
We look forward to connecting with you.



​   Find a Branch/ATM