Mutual Funds

Mutual funds* provide members with the ability to pool their funds in a professionally managed portfolio of investments. In addition, mutual funds provide investors with diversification and flexibility, with automatic contribution minimums as low as $50/month. Mutual funds can be purchased in a lump sum, or over time with a pre-authorized contribution (PAC) plan.

Through our partnership with Credential Asset Management Inc. and Credential Securities our Mutual Funds Investment Specialists and Investment Advisors can offer you a full selection of mutual funds. You will recognize top quality mutual funds names, such as:

AGF • CI Funds • Ethical Funds® • Mackenzie • AIM Trimark • Fidelity • Franklin Templeton

*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. 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. Credential Asset Management Inc., Credential Securities and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.    

 

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