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

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

STOCKS**

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


BONDS**

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 and sell stocks, bonds, ETFs, and mutual funds – with low trading fees.

  • 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

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.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, 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

Get in touch with us!

We look forward to connecting with you.

​1-877-890-2797

​306-400-5718