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?
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Mutual Funds &
Online Investing
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. 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 are 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
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth.
Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
Meet with our
Wealth Department
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