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Mutual Funds

Mutual Funds are portfolios of investments that allow for a diversified strategy in a single investment. Our recent partnership with Credential Asset Management Inc., a Canadian Credit Union founded system, allows you access to thousands of Canada’s top Mutual Funds like AGF, AIM Trimark, Fidelity, and Franklin Templeton. We are also able to integrate your existing portfolio and mix and match to best meet your financial goals. You can get started today with as little as $500 and regular contributions from $50/month.

Our Financial Planning services are free to members, as we don’t work on commission, you can be sure our focus is always on you and your financial well-being.

To learn more, check out our Fwd: articles, written by our own Copperfin Advisors.

Mutual funds and financial planning are offered through Credential Asset Management 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 is a registered mark owned by Aviso Wealth Inc.