Simplify Your Investing
The cost of nearly everything rises with time, along with the market's value. By investing in diversified market-based options like mutual funds, you can benefit from this growth. 

An ideal solution for many investors. 

Mutual funds offer the advantages of diversification and expert asset management.

Our Team
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Our licensed Mutual Funds Specialists will help match you up with the best investments for you based on your goals and risk tolerance so you can grow your money with less stress.
 
Tanya Whelan, Ashton Stuparyk, Tracey Rogers,
Harm Tjardes, Bobbi Jo Lysons 

What is a Mutual Fund?
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A Mutual Fund is a pool of money created by the investments of a large number of individuals who share the same investment goal.
 
A fund manager will expertly invest the pool of capital.  By investing in a mutual fund you simplify your investing through professional management and a level of diversification that is not possible by investing on your own.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 
Division of Aviso Financial Inc. 

Key Product Details 
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If you are looking to invest over a longer period of time (5 years or more) a mutual fund may be a great option for you. The potential to earn more with a mutual fund is higher than with products like term deposits or savings accounts. 
A minimum of $25 is needed to open an account.
The minimum is $25/month, however you can set up pre-authorized contributions monthly, bi-weekly, semi-monthly, or annually.
Yes, the TFSAs and non-registered accounts are not locked-in, therefore you can take your money out anytime you'd like! Accounts like RRSPs, RRIFs, and LIRAs may be subject to tax implications; check with your advisor to learn more about the options available to you.

Meet with us to learn more about Mutual Funds

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